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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 | $1,136,612 | $99,031+1047.7% | $86,597+1212.5% | $147,585+670.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.83% | 1312.56%-1299.7pp | 964.96%-952.1pp | 578.57%-565.7pp |
| Employer contribution / active EE | $5,862 | $3,132+87.2% | $2,840+106.4% | $4,876+20.2% |
| Participant deferral / active EE | $6,660 | $3,972+67.7% | $3,609+84.6% | $5,439+22.5% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |