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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 | $297,953 | $154,754+92.5% | $124,206+139.9% | $138,895+114.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.38% | 709.28%-688.9pp | 515.27%-494.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $7,000 | $4,446+57.4% | $3,540+97.7% | $4,194+66.9% |
| Participant deferral / active EE | $20,750 | $4,621+349.0% | $3,968+423.0% | $6,396+224.4% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |