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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 | $893,606 | $134,817+562.8% | $123,973+620.8% | $155,188+475.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.33% | 515.49%-495.2pp | 388.13%-367.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $26,562 | $4,425+500.3% | $4,126+543.8% | $4,248+525.3% |
| Participant deferral / active EE | $13,930 | $5,706+144.1% | $5,247+165.5% | $6,531+113.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |