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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 | $807,284 | $124,175+550.1% | $108,405+644.7% | $167,553+381.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.50% | 1380.13%-1369.6pp | 905.55%-895.0pp | 478.89%-468.4pp |
| Employer contribution / active EE | $18,518 | $4,188+342.2% | $3,559+420.3% | $4,840+282.6% |
| Participant deferral / active EE | $12,000 | $6,908+73.7% | $6,563+82.8% | $6,343+89.2% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |