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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 | $1,039,768 | $96,678+975.5% | $86,640+1100.1% | $139,466+645.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.48% | 106.69%-86.2pp | 592.52%-572.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $24,250 | $3,265+642.6% | $3,024+701.8% | $4,754+410.1% |
| Participant deferral / active EE | $22,500 | $4,837+365.2% | $4,438+407.0% | $6,712+235.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |