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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 | $845,997 | $138,076+512.7% | $123,553+584.7% | $135,380+524.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.07% | 153.70%-147.6pp | 119.21%-113.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $14,250 | $5,152+176.6% | $4,628+207.9% | $4,779+198.2% |
| Participant deferral / active EE | $18,375 | $6,800+170.2% | $6,426+186.0% | $5,609+227.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |