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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 | $318,597 | $96,691+229.5% | $86,656+267.7% | $139,487+128.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 56.66% | 106.87%-50.2pp | 593.09%-536.4pp | 373.84%-317.2pp |
| Employer contribution / active EE | $11,880 | $3,267+263.7% | $3,025+292.7% | $4,755+149.9% |
| Participant deferral / active EE | $7,315 | $4,838+51.2% | $4,439+64.8% | $6,713+9.0% |
| Admin fee / account holder | $157 | $6,414-97.5% | $5,619-97.2% | $11,407-98.6% |