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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 | $769,677 | $88,702+767.7% | $81,780+841.2% | $145,978+427.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.52% | 1029.12%-1015.6pp | 776.27%-762.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $9,983 | $3,084+223.7% | $2,914+242.6% | $4,662+114.1% |
| Participant deferral / active EE | $16,770 | $4,645+261.0% | $4,321+288.1% | $6,690+150.7% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |