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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 | $983,344 | $149,040+559.8% | $120,225+717.9% | $137,256+616.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.20% | 605.68%-593.5pp | 439.23%-427.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $16,240 | $4,350+273.3% | $3,475+367.3% | $4,156+290.8% |
| Participant deferral / active EE | $17,695 | $4,655+280.1% | $3,999+342.5% | $6,407+176.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |