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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 | $685,832 | $84,628+710.4% | $61,501+1015.1% | $134,545+409.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 81.69% | 585.61%-503.9pp | 339.04%-257.4pp | 418.37%-336.7pp |
| Employer contribution / active EE | $13,765 | $1,545+791.0% | $1,160+1086.9% | $4,742+190.3% |
| Participant deferral / active EE | $12,328 | $2,819+337.4% | $2,125+480.3% | $6,401+92.6% |
| Admin fee / account holder | $122 | $2,587-95.3% | $2,132-94.3% | $11,431-98.9% |