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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 | $465,251 | $125,778+269.9% | $114,563+306.1% | $154,746+200.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 49.34% | 295.14%-245.8pp | 241.09%-191.8pp | 172.34%-123.0pp |
| Employer contribution / active EE | $13,010 | $2,806+363.7% | $2,592+401.9% | $4,379+197.1% |
| Participant deferral / active EE | $8,437 | $4,445+89.8% | $4,142+103.7% | $6,730+25.4% |
| Admin fee / account holder | $21 | $8,190-99.7% | $7,623-99.7% | $14,365-99.9% |