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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 | $404,992 | $109,967+268.3% | $97,197+316.7% | $145,877+177.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.69% | 244.27%-231.6pp | 75.47%-62.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $6,101 | $3,077+98.3% | $2,723+124.1% | $4,663+30.8% |
| Participant deferral / active EE | $16,855 | $4,676+260.4% | $4,263+295.3% | $6,691+151.9% |
| Admin fee / account holder | $33 | $6,199-99.5% | $5,637-99.4% | $13,402-99.8% |