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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 | $318,152 | $100,911+215.3% | $90,440+251.8% | $158,966+100.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.11% | 1726.62%-1705.5pp | 1294.38%-1273.3pp | 302.95%-281.8pp |
| Employer contribution / active EE | $19,705 | $3,690+434.0% | $3,263+503.9% | $4,762+313.7% |
| Participant deferral / active EE | $9,603 | $4,348+120.8% | $3,964+142.3% | $5,983+60.5% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |