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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 | $760,834 | $102,595+641.6% | $94,057+708.9% | $154,746+391.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.52% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $12,032 | $3,147+282.3% | $2,933+310.2% | $4,379+174.8% |
| Participant deferral / active EE | $26,847 | $5,118+424.5% | $4,709+470.1% | $6,730+298.9% |
| Admin fee / account holder | $25 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |