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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 | $523,562 | $96,678+441.6% | $86,640+504.3% | $139,466+275.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.05% | 106.69%-91.6pp | 592.52%-577.5pp | 373.66%-358.6pp |
| Employer contribution / active EE | $9,445 | $3,265+189.2% | $3,024+212.3% | $4,754+98.7% |
| Participant deferral / active EE | $16,973 | $4,837+250.9% | $4,438+282.4% | $6,712+152.9% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |