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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 | $1,403,011 | $70,121+1900.8% | $63,803+2099.0% | $138,895+910.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 26.25% | 946.48%-920.2pp | 543.72%-517.5pp | 145.39%-119.1pp |
| Employer contribution / active EE | $38,889 | $2,882+1249.3% | $2,532+1435.7% | $4,194+827.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |