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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 | $271,714 | $96,691+181.0% | $86,656+213.6% | $139,487+94.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 14.71% | 106.87%-92.2pp | 593.09%-578.4pp | 373.84%-359.1pp |
| Employer contribution / active EE | $4,615 | $3,267+41.3% | $3,025+52.5% | $4,755-2.9% |
| Participant deferral / active EE | $11,886 | $4,838+145.7% | $4,439+167.7% | $6,713+77.1% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |