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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 | $371,893 | $183,978+102.1% | $162,171+129.3% | $152,885+143.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.01% | 150.78%-126.8pp | 115.60%-91.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $16,667 | $6,370+161.7% | $5,613+196.9% | $4,763+249.9% |
| Participant deferral / active EE | $4,219 | $8,033-47.5% | $7,297-42.2% | $5,851-27.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |