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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 | $533,693 | $148,623+259.1% | $135,974+292.5% | $139,466+282.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.64% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $6,566 | $5,246+25.2% | $4,859+35.1% | $4,754+38.1% |
| Participant deferral / active EE | $26,250 | $8,103+224.0% | $7,760+238.3% | $6,712+291.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |