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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 | $921,539 | $88,710+938.8% | $81,783+1026.8% | $145,959+531.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.30% | 1027.26%-1008.0pp | 775.05%-755.8pp | 561.95%-542.6pp |
| Employer contribution / active EE | $17,868 | $3,083+479.5% | $2,913+513.5% | $4,661+283.4% |
| Participant deferral / active EE | $15,989 | $4,645+244.2% | $4,320+270.1% | $6,689+139.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |