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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 | $773,759 | $150,447+414.3% | $136,298+467.7% | $147,586+424.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.65% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $28,165 | $5,256+435.8% | $4,696+499.8% | $4,876+477.6% |
| Participant deferral / active EE | $13,401 | $6,631+102.1% | $6,247+114.5% | $5,439+146.4% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |