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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 | $3,995,683 | $173,397+2204.4% | $135,987+2838.3% | $145,877+2639.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.05% | 1166.18%-1151.1pp | 580.01%-565.0pp | 551.28%-536.2pp |
| Employer contribution / active EE | $15,500 | $5,281+193.5% | $4,214+267.8% | $4,663+232.4% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30 | $9,663-99.7% | $6,716-99.6% | $13,402-99.8% |