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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 | $4,974,933 | $150,447+3206.8% | $136,298+3550.0% | $147,586+3270.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.23% | 1049.15%-1026.9pp | 5156.27%-5134.0pp | 578.59%-556.4pp |
| Employer contribution / active EE | $18,000 | $5,256+242.4% | $4,696+283.3% | $4,876+269.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |