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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 | $434,270 | $76,522+467.5% | $56,033+675.0% | $145,884+197.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.09% | 3014.28%-3004.2pp | 1711.38%-1701.3pp | 551.85%-541.8pp |
| Employer contribution / active EE | $18,750 | $1,382+1256.4% | $1,041+1701.3% | $4,662+302.2% |
| Participant deferral / active EE | $30,375 | $2,624+1057.6% | $1,954+1454.5% | $6,690+354.1% |
| Admin fee / account holder | $63 | $3,328-98.1% | $2,827-97.8% | $13,392-99.5% |