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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 | $1,294,973 | $149,040+768.9% | $120,225+977.1% | $137,256+843.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 70.42% | 605.68%-535.3pp | 439.23%-368.8pp | 220.34%-149.9pp |
| Employer contribution / active EE | $13,733 | $4,350+215.7% | $3,475+295.2% | $4,156+230.4% |
| Participant deferral / active EE | $10,333 | $4,655+122.0% | $3,999+158.4% | $6,407+61.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |