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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 | $491,419 | $109,863+347.3% | $98,477+399.0% | $167,518+193.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.12% | 1958.09%-1945.0pp | 1493.59%-1480.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $11,409 | $3,225+253.7% | $2,961+285.3% | $4,838+135.8% |
| Participant deferral / active EE | $17,109 | $4,673+266.1% | $4,276+300.1% | $6,342+169.8% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |