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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 | $502,727 | $183,978+173.3% | $162,171+210.0% | $152,885+228.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.28% | 150.78%-133.5pp | 115.60%-98.3pp | 345.39%-328.1pp |
| Employer contribution / active EE | $14,991 | $6,370+135.3% | $5,613+167.1% | $4,763+214.7% |
| Participant deferral / active EE | $11,940 | $8,033+48.6% | $7,297+63.6% | $5,851+104.1% |
| Admin fee / account holder | $35 | $13,122-99.7% | $10,843-99.7% | $11,598-99.7% |