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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 | $802,330 | $96,678+729.9% | $86,640+826.0% | $139,466+475.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.88% | 106.69%-80.8pp | 592.52%-566.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $21,953 | $3,265+572.3% | $3,024+625.9% | $4,754+361.8% |
| Participant deferral / active EE | $27,445 | $4,837+467.4% | $4,438+518.4% | $6,712+308.9% |
| Admin fee / account holder | $6 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |