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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 | $344,905 | $180,749+90.8% | $160,784+114.5% | $137,256+151.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.36% | 2234.46%-2219.1pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $27,056 | $4,155+551.1% | $3,733+624.8% | $4,156+551.0% |
| Participant deferral / active EE | $22,083 | $6,844+222.7% | $6,293+250.9% | $6,407+244.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |