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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 | $484,453 | $109,967+340.5% | $97,197+398.4% | $145,877+232.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 74.15% | 244.27%-170.1pp | 75.47%-1.3pp | 551.28%-477.1pp |
| Employer contribution / active EE | $6,720 | $3,077+118.4% | $2,723+146.8% | $4,663+44.1% |
| Participant deferral / active EE | $8,143 | $4,676+74.1% | $4,263+91.0% | $6,691+21.7% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |