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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 | $90,691+1115.6% | $76,119+1348.3% | $145,884+655.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 47.94% | 624.52%-576.6pp | 361.25%-313.3pp | 551.85%-503.9pp |
| Employer contribution / active EE | $13,606 | $3,329+308.7% | $2,693+405.3% | $4,662+191.8% |
| Participant deferral / active EE | $9,350 | $5,167+80.9% | $4,259+119.5% | $6,690+39.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |