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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 | $440,533 | $149,040+195.6% | $120,225+266.4% | $137,256+221.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.30% | 605.68%-586.4pp | 439.23%-419.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $16,698 | $4,350+283.9% | $3,475+380.5% | $4,156+301.8% |
| Participant deferral / active EE | $13,678 | $4,655+193.9% | $3,999+242.1% | $6,407+113.5% |
| Admin fee / account holder | $26 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |