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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 | $325,829 | $72,071+352.1% | $68,368+376.6% | $137,256+137.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.20% | 353.14%-337.9pp | 292.57%-277.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $12,071 | $2,788+333.0% | $2,649+355.7% | $4,156+190.5% |
| Participant deferral / active EE | $13,493 | $4,410+206.0% | $4,123+227.3% | $6,407+110.6% |
| Admin fee / account holder | $168 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |