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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 | $299,965 | $88,778+237.9% | $81,844+266.5% | $145,884+105.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.54% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $11,400 | $3,087+269.3% | $2,916+290.9% | $4,662+144.5% |
| Participant deferral / active EE | $11,400 | $4,648+145.3% | $4,323+163.7% | $6,690+70.4% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |