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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 | $500,340 | $102,696+387.2% | $86,235+480.2% | $139,487+258.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.31% | 1925.91%-1906.6pp | 1170.03%-1150.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $43,750 | $3,034+1342.0% | $2,381+1737.4% | $4,755+820.1% |
| Participant deferral / active EE | $27,958 | $4,679+497.5% | $3,987+601.2% | $6,713+316.5% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |