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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 | $1,336,915 | $169,356+689.4% | $129,406+933.1% | $145,897+816.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.50% | 14418.62%-14393.1pp | 9468.18%-9442.7pp | 552.29%-526.8pp |
| Employer contribution / active EE | $19,683 | $5,542+255.2% | $4,155+373.7% | $4,663+322.1% |
| Participant deferral / active EE | $18,850 | $4,987+278.0% | $4,167+352.3% | $6,689+181.8% |
| Admin fee / account holder | $1 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |