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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 | $168,626+2269.5% | $133,698+2888.6% | $145,897+2638.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.05% | 1168.99%-1153.9pp | 580.90%-565.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $15,500 | $5,290+193.0% | $4,218+267.5% | $4,663+232.4% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30 | $9,638-99.7% | $6,703-99.6% | $13,390-99.8% |