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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 | $340,347 | $99,011+243.7% | $86,582+293.1% | $147,586+130.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.54% | 1312.75%-1290.2pp | 965.08%-942.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $14,230 | $3,132+354.3% | $2,839+401.1% | $4,876+191.8% |
| Participant deferral / active EE | $13,003 | $3,972+227.3% | $3,609+260.3% | $5,439+139.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |