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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 | $727,056 | $96,643+652.3% | $86,617+739.4% | $139,456+421.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.62% | 106.57%-88.0pp | 591.91%-573.3pp | 373.45%-354.8pp |
| Employer contribution / active EE | $30,500 | $3,264+834.3% | $3,023+908.8% | $4,753+541.7% |
| Participant deferral / active EE | $8,610 | $4,835+78.1% | $4,437+94.0% | $6,711+28.3% |
| Admin fee / account holder | $60 | $6,406-99.1% | $5,613-98.9% | $11,407-99.5% |