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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 | $566,270 | $150,446+276.4% | $136,297+315.5% | $147,585+283.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.19% | 1049.14%-1030.0pp | 5156.19%-5137.0pp | 578.58%-559.4pp |
| Employer contribution / active EE | $21,183 | $5,256+303.0% | $4,696+351.1% | $4,876+334.4% |
| Participant deferral / active EE | $14,670 | $6,631+121.3% | $6,247+134.8% | $5,439+169.7% |
| Admin fee / account holder | $299 | $10,906-97.3% | $9,244-96.8% | $10,886-97.2% |