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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 | $349,176 | $96,678+261.2% | $86,640+303.0% | $139,466+150.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.04% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.6pp |
| Employer contribution / active EE | $30,905 | $3,265+846.4% | $3,024+921.9% | $4,754+550.1% |
| Participant deferral / active EE | $16,188 | $4,837+234.7% | $4,438+264.7% | $6,712+141.2% |
| Admin fee / account holder | $8 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |