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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 | $949,682 | $96,678+882.3% | $86,640+996.1% | $139,466+580.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.50% | 106.69%-91.2pp | 592.52%-577.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $14,421 | $3,265+341.6% | $3,024+376.8% | $4,754+203.3% |
| Participant deferral / active EE | $21,565 | $4,837+345.9% | $4,438+385.9% | $6,712+221.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |