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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 | $541,807 | $124,187+336.3% | $108,410+399.8% | $167,518+223.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.04% | 1379.80%-1354.8pp | 905.34%-880.3pp | 478.71%-453.7pp |
| Employer contribution / active EE | $13,946 | $4,187+233.1% | $3,558+291.9% | $4,838+188.2% |
| Participant deferral / active EE | $20,738 | $6,908+200.2% | $6,562+216.0% | $6,342+227.0% |
| Admin fee / account holder | $25 | $9,456-99.7% | $7,296-99.7% | $12,312-99.8% |