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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 | $506,084 | $111,785+352.7% | $93,669+440.3% | $145,877+246.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 64.14% | 203.79%-139.6pp | 133.59%-69.4pp | 551.28%-487.1pp |
| Employer contribution / active EE | $11,287 | $3,096+264.6% | $2,424+365.7% | $4,663+142.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |