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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 | $621,997 | $176,688+252.0% | $130,660+376.0% | $152,897+306.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.86% | 2693.08%-2682.2pp | 1709.29%-1698.4pp | 345.43%-334.6pp |
| Employer contribution / active EE | $20,688 | $5,743+260.2% | $4,092+405.5% | $4,764+334.3% |
| Participant deferral / active EE | $18,505 | $4,362+324.2% | $3,603+413.6% | $5,851+216.3% |
| Admin fee / account holder | $21 | $7,131-99.7% | $5,463-99.6% | $11,599-99.8% |