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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 | $404,028 | $100,911+300.4% | $90,440+346.7% | $158,966+154.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.93% | 1726.62%-1714.7pp | 1294.38%-1282.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $6,554 | $3,690+77.6% | $3,263+100.8% | $4,762+37.6% |
| Participant deferral / active EE | $14,173 | $4,348+225.9% | $3,964+257.6% | $5,983+136.9% |
| Admin fee / account holder | $25 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |