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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 | $382,727 | $90,691+322.0% | $76,119+402.8% | $145,884+162.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.92% | 624.52%-611.6pp | 361.25%-348.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $46,793 | $3,329+1305.7% | $2,693+1637.8% | $4,662+903.7% |
| Participant deferral / active EE | $14,434 | $5,167+179.3% | $4,259+238.9% | $6,690+115.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |