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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 | $427,656 | $176,120+142.8% | $159,487+168.1% | $167,553+155.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.84% | 331.95%-320.1pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $18,128 | $5,299+242.1% | $4,831+275.2% | $4,840+274.6% |
| Participant deferral / active EE | $19,775 | $7,752+155.1% | $7,354+168.9% | $6,343+211.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |