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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 | $437,667 | $96,678+352.7% | $86,640+405.2% | $139,466+213.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.11% | 106.69%-83.6pp | 592.52%-569.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $8,597 | $3,265+163.3% | $3,024+184.3% | $4,754+80.8% |
| Participant deferral / active EE | $29,500 | $4,837+509.9% | $4,438+564.7% | $6,712+339.5% |
| Admin fee / account holder | $60 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |