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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 | $2,471,889 | $176,688+1299.0% | $130,660+1791.9% | $152,909+1516.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 13.20% | 2693.08%-2679.9pp | 1709.29%-1696.1pp | 345.46%-332.3pp |
| Employer contribution / active EE | $34,250 | $5,743+496.4% | $4,092+737.0% | $4,764+619.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |