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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 | $1,319,300 | $169,361+679.0% | $129,397+919.6% | $145,877+804.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.63% | 14395.54%-14356.9pp | 9453.98%-9415.3pp | 551.28%-512.6pp |
| Employer contribution / active EE | $55,538 | $5,542+902.2% | $4,154+1236.9% | $4,663+1091.0% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,691+71.9% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |