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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 | $549,411 | $96,678+468.3% | $86,640+534.1% | $139,466+293.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.54% | 106.69%-75.2pp | 592.52%-561.0pp | 373.66%-342.1pp |
| Employer contribution / active EE | $16,500 | $3,265+405.3% | $3,024+445.6% | $4,754+247.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25 | $6,410-99.6% | $5,616-99.6% | $11,409-99.8% |