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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 | $543,655 | $176,105+208.7% | $159,474+240.9% | $167,536+224.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.59% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,950 | $5,299-44.3% | $4,831-38.9% | $4,839-39.0% |
| Participant deferral / active EE | $13,724 | $7,751+77.1% | $7,353+86.6% | $6,342+116.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |