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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 | $486,791 | $202,326+140.6% | $172,745+181.8% | $152,870+218.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.15% | 1029.72%-1007.6pp | 802.90%-780.8pp | 345.34%-323.2pp |
| Employer contribution / active EE | $8,913 | $5,858+52.2% | $5,144+73.3% | $4,763+87.1% |
| Participant deferral / active EE | $7,311 | $5,948+22.9% | $5,197+40.7% | $5,850+25.0% |
| Admin fee / account holder | $1 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |