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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 | $287,056 | $135,645+111.6% | $110,243+160.4% | $135,380+112.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.07% | 513.24%-510.2pp | 314.76%-311.7pp | 519.81%-516.7pp |
| Employer contribution / active EE | $16,328 | $4,907+232.8% | $3,827+326.7% | $4,779+241.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |