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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 | $900,512 | $150,447+498.6% | $136,298+560.7% | $147,586+510.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.04% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $15,000 | $5,256+185.4% | $4,696+219.4% | $4,876+207.6% |
| Participant deferral / active EE | $3,600 | $6,631-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $123 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |