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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 | $547,558 | $183,627+198.2% | $155,602+251.9% | $145,978+275.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 75.83% | 61.32%+14.5pp | 64.81%+11.0pp | 550.52%-474.7pp |
| Employer contribution / active EE | $6,236 | $5,316+17.3% | $4,675+33.4% | $4,662+33.8% |
| Participant deferral / active EE | $12,028 | $6,466+86.0% | $5,629+113.7% | $6,690+79.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |