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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 | $297,953 | $149,040+99.9% | $120,225+147.8% | $137,256+117.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.38% | 605.68%-585.3pp | 439.23%-418.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $7,000 | $4,350+60.9% | $3,475+101.4% | $4,156+68.4% |
| Participant deferral / active EE | $20,750 | $4,655+345.8% | $3,999+418.9% | $6,407+223.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |