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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 | $828,617 | $135,645+510.9% | $110,243+651.6% | $135,380+512.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2058.12% | 513.24%+1544.9pp | 314.76%+1743.4pp | 519.81%+1538.3pp |
| Employer contribution / active EE | $45,138 | $4,907+819.9% | $3,827+1079.6% | $4,779+844.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |