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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 | $599,001 | $159,934+274.5% | $147,005+307.5% | $145,959+310.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,037 | $5,287-42.6% | $4,934-38.5% | $4,661-34.8% |
| Participant deferral / active EE | $21,360 | $8,427+153.5% | $8,070+164.7% | $6,689+219.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |