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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 | $800,885 | $99,009+708.9% | $86,581+825.0% | $147,585+442.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.38% | 1312.70%-1290.3pp | 965.06%-942.7pp | 578.58%-556.2pp |
| Employer contribution / active EE | $37,214 | $3,132+1088.1% | $2,840+1210.6% | $4,876+663.1% |
| Participant deferral / active EE | $23,375 | $3,972+488.4% | $3,609+547.8% | $5,439+329.8% |
| Admin fee / account holder | $12 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |