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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 | $1,027,798 | $209,888+389.7% | $189,545+442.2% | $167,553+513.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 748.66%-735.3pp | 555.36%-542.0pp | 478.89%-465.5pp |
| Employer contribution / active EE | $34,618 | $6,915+400.6% | $6,162+461.8% | $4,840+615.3% |
| Participant deferral / active EE | $12,000 | $8,934+34.3% | $8,220+46.0% | $6,343+89.2% |
| Admin fee / account holder | $33 | $14,300-99.8% | $12,049-99.7% | $12,316-99.7% |