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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 | $342,454 | $114,093+200.2% | $96,171+256.1% | $167,536+104.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.24% | 190.00%-172.8pp | 192.04%-174.8pp | 478.82%-461.6pp |
| Employer contribution / active EE | $29,216 | $3,429+751.9% | $2,799+943.9% | $4,839+503.7% |
| Participant deferral / active EE | $18,733 | $5,197+260.5% | $4,350+330.6% | $6,342+195.4% |
| Admin fee / account holder | $5 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |