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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 | $167,030+675.3% | $135,768+853.8% | $155,188+734.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 70.42% | 678.39%-608.0pp | 526.10%-455.7pp | 148.84%-78.4pp |
| Employer contribution / active EE | $13,733 | $4,132+232.3% | $3,394+304.6% | $4,248+223.3% |
| Participant deferral / active EE | $10,333 | $4,528+128.2% | $3,977+159.8% | $6,531+58.2% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |