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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 | $354,994 | $100,895+251.8% | $90,430+292.6% | $158,950+123.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.37% | 1725.54%-1717.2pp | 1293.73%-1285.4pp | 302.91%-294.5pp |
| Employer contribution / active EE | $26,953 | $3,689+630.7% | $3,262+726.3% | $4,762+466.0% |
| Participant deferral / active EE | $17,500 | $4,347+302.6% | $3,963+341.6% | $5,983+192.5% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |