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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 | $773,067 | $88,702+771.5% | $81,780+845.3% | $145,978+429.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1029.12%-1010.7pp | 776.27%-757.9pp | 550.52%-532.1pp |
| Employer contribution / active EE | $20,159 | $3,084+553.6% | $2,914+591.8% | $4,662+332.4% |
| Participant deferral / active EE | $22,925 | $4,645+393.5% | $4,321+430.6% | $6,690+242.7% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |