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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 | $2,172,339 | $198,457+994.6% | $170,435+1174.6% | $147,586+1371.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.38% | 257.30%-244.9pp | 205.94%-193.6pp | 578.59%-566.2pp |
| Employer contribution / active EE | $20,501 | $6,183+231.6% | $5,432+277.4% | $4,876+320.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |