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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 | $296,920 | $125,190+137.2% | $105,624+181.1% | $145,897+103.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.80% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,765 | $3,720-52.6% | $3,168-44.3% | $4,663-62.1% |
| Participant deferral / active EE | $10,141 | $5,716+77.4% | $5,013+102.3% | $6,689+51.6% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |