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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 | $260,670 | $169,237+54.0% | $129,339+101.5% | $145,978+78.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 142.82% | 14364.43%-14221.6pp | 9437.05%-9294.2pp | 550.52%-407.7pp |
| Employer contribution / active EE | $6,508 | $5,540+17.5% | $4,154+56.7% | $4,662+39.6% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |