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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 | $473,722 | $198,457+138.7% | $170,435+177.9% | $147,586+221.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.03% | 257.30%-229.3pp | 205.94%-177.9pp | 578.59%-550.6pp |
| Employer contribution / active EE | $6,193 | $6,183+0.2% | $5,432+14.0% | $4,876+27.0% |
| Participant deferral / active EE | $5,800 | $5,629+3.0% | $4,939+17.4% | $5,439+6.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |