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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 | $1,102,436 | $90,530+1117.8% | $76,030+1350.0% | $145,897+655.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 47.94% | 625.08%-577.1pp | 361.54%-313.6pp | 552.29%-504.3pp |
| Employer contribution / active EE | $13,606 | $3,319+309.9% | $2,688+406.3% | $4,663+191.8% |
| Participant deferral / active EE | $9,350 | $5,164+81.0% | $4,257+119.6% | $6,689+39.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |