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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 | $416,319 | $169,336+145.9% | $129,384+221.8% | $145,884+185.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.83% | 14408.70%-14400.9pp | 9461.77%-9453.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $13,947 | $5,540+151.8% | $4,153+235.8% | $4,662+199.1% |
| Participant deferral / active EE | $21,336 | $4,985+328.0% | $4,166+412.2% | $6,690+218.9% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |