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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 | $599,623 | $202,440+196.2% | $169,390+254.0% | $139,466+329.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 532.36%-517.2pp | 406.07%-390.9pp | 373.66%-358.5pp |
| Employer contribution / active EE | $22,252 | $4,693+374.2% | $4,013+454.6% | $4,754+368.1% |
| Participant deferral / active EE | $14,394 | $6,940+107.4% | $6,222+131.3% | $6,712+114.5% |
| Admin fee / account holder | $270 | $10,722-97.5% | $9,015-97.0% | $11,409-97.6% |