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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 | $548,012 | $217,432+152.0% | $185,851+194.9% | $167,553+227.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.41% | 148.43%-130.0pp | 122.11%-103.7pp | 478.89%-460.5pp |
| Employer contribution / active EE | $11,874 | $5,874+102.1% | $5,168+129.7% | $4,840+145.3% |
| Participant deferral / active EE | $7,774 | $6,357+22.3% | $5,569+39.6% | $6,343+22.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |