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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 | $819,321 | $106,005+672.9% | $92,239+788.3% | $147,585+455.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.98% | 50.05%-27.1pp | 176.29%-153.3pp | 578.58%-555.6pp |
| Employer contribution / active EE | $22,625 | $4,333+422.1% | $3,680+514.9% | $4,876+364.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $233 | $6,333-96.3% | $5,194-95.5% | $10,886-97.9% |