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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 | $606,364 | $88,710+583.5% | $81,783+641.4% | $145,959+315.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.78% | 1027.26%-1008.5pp | 775.05%-756.3pp | 561.95%-543.2pp |
| Employer contribution / active EE | $12,535 | $3,083+306.6% | $2,913+330.4% | $4,661+169.0% |
| Participant deferral / active EE | $8,444 | $4,645+81.8% | $4,320+95.4% | $6,689+26.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |