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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 | $169,361+689.4% | $129,397+933.2% | $145,877+816.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.50% | 14395.54%-14370.0pp | 9453.98%-9428.5pp | 551.28%-525.8pp |
| Employer contribution / active EE | $19,683 | $5,542+255.2% | $4,154+373.8% | $4,663+322.1% |
| Participant deferral / active EE | $18,850 | $4,987+277.9% | $4,167+352.3% | $6,691+181.7% |
| Admin fee / account holder | $1 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |