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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 | $234,190+453.0% | $180,320+618.2% | $198,609+552.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 70.42% | 1057.44%-987.0pp | 778.54%-708.1pp | 202.70%-132.3pp |
| Employer contribution / active EE | $13,733 | $5,258+161.2% | $4,108+234.3% | $5,055+171.7% |
| Participant deferral / active EE | $10,333 | $4,988+107.1% | $4,304+140.1% | $6,977+48.1% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |