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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 | $162,529+696.8% | $130,788+890.1% | $154,746+736.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 70.42% | 510.48%-440.1pp | 386.44%-316.0pp | 172.34%-101.9pp |
| Employer contribution / active EE | $13,733 | $4,447+208.8% | $3,558+286.0% | $4,379+213.6% |
| Participant deferral / active EE | $10,333 | $4,808+114.9% | $4,137+149.8% | $6,730+53.5% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |