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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 | $1,295,191 | $100,911+1183.5% | $90,440+1332.1% | $158,966+714.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.42% | 1726.62%-1704.2pp | 1294.38%-1272.0pp | 302.95%-280.5pp |
| Employer contribution / active EE | $22,297 | $3,690+504.2% | $3,263+583.3% | $4,762+368.2% |
| Participant deferral / active EE | $13,813 | $4,348+217.6% | $3,964+248.5% | $5,983+130.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |