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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 | $771,176 | $99,011+678.9% | $86,582+790.7% | $147,586+422.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.32% | 1312.75%-1293.4pp | 965.08%-945.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $13,874 | $3,132+343.0% | $2,839+388.6% | $4,876+184.5% |
| Participant deferral / active EE | $13,760 | $3,972+246.4% | $3,609+281.3% | $5,439+153.0% |
| Admin fee / account holder | $36 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |