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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 | $336,120 | $114,093+194.6% | $96,171+249.5% | $167,536+100.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.09% | 190.00%-179.9pp | 192.04%-182.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $14,572 | $3,429+324.9% | $2,799+420.7% | $4,839+201.1% |
| Participant deferral / active EE | $9,013 | $5,197+73.4% | $4,350+107.2% | $6,342+42.1% |
| Admin fee / account holder | $74 | $6,899-98.9% | $5,538-98.7% | $12,315-99.4% |