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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,917 | $165,361+97.7% | $149,715+118.4% | $158,950+105.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $960 | $5,103-81.2% | $4,645-79.3% | $4,762-79.8% |
| Participant deferral / active EE | $4,522 | $7,182-37.0% | $6,842-33.9% | $5,983-24.4% |
| Admin fee / account holder | $57 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |