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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 | $359,743 | $90,530+297.4% | $76,030+373.2% | $145,897+146.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.53% | 625.08%-600.5pp | 361.54%-337.0pp | 552.29%-527.8pp |
| Employer contribution / active EE | $2,974 | $3,319-10.4% | $2,688+10.7% | $4,663-36.2% |
| Participant deferral / active EE | $13,908 | $5,164+169.3% | $4,257+226.7% | $6,689+107.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |