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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 | $292,785 | $171,492+70.7% | $150,734+94.2% | $198,609+47.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.32% | 804.70%-794.4pp | 600.81%-590.5pp | 202.70%-192.4pp |
| Employer contribution / active EE | $28,750 | $5,470+425.6% | $4,918+484.6% | $5,055+468.7% |
| Participant deferral / active EE | $22,795 | $6,259+264.2% | $5,610+306.4% | $6,977+226.7% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |