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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 | $967,293 | $209,847+361.0% | $189,520+410.4% | $167,518+477.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.27% | 748.45%-734.2pp | 555.25%-541.0pp | 478.71%-464.4pp |
| Employer contribution / active EE | $35,153 | $6,913+408.5% | $6,161+470.6% | $4,838+626.5% |
| Participant deferral / active EE | $21,966 | $8,934+145.9% | $8,220+167.2% | $6,342+246.4% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |