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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 | $529,657 | $160,028+231.0% | $147,080+260.1% | $145,884+263.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.51% | 98.60%-74.1pp | 420.17%-395.7pp | 551.85%-527.3pp |
| Employer contribution / active EE | $19,959 | $5,286+277.6% | $4,933+304.6% | $4,662+328.1% |
| Participant deferral / active EE | $17,239 | $8,422+104.7% | $8,066+113.7% | $6,690+157.7% |
| Admin fee / account holder | $44 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |