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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 | $256,522 | $95,979+167.3% | $74,551+244.1% | $135,380+89.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 739.13% | 56.97%+682.2pp | 32.53%+706.6pp | 519.81%+219.3pp |
| Employer contribution / active EE | $13,565 | $2,716+399.4% | $1,961+591.7% | $4,779+183.9% |
| Participant deferral / active EE | $14,167 | $3,844+268.6% | $3,108+355.8% | $5,609+152.6% |
| Admin fee / account holder | $161 | $6,522-97.5% | $5,059-96.8% | $10,828-98.5% |