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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 | $531,754 | $175,257+203.4% | $149,717+255.2% | $139,456+281.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.76% | 166.70%-149.9pp | 134.41%-117.6pp | 373.45%-356.7pp |
| Employer contribution / active EE | $38,616 | $5,477+605.1% | $4,820+701.2% | $4,753+712.5% |
| Participant deferral / active EE | $3,750 | $6,521-42.5% | $5,682-34.0% | $6,711-44.1% |
| Admin fee / account holder | $76 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |