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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 | $690,856 | $183,988+275.5% | $162,177+326.0% | $152,897+351.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.74% | 150.79%-119.0pp | 115.60%-83.9pp | 345.43%-313.7pp |
| Employer contribution / active EE | $16,598 | $6,370+160.6% | $5,613+195.7% | $4,764+248.4% |
| Participant deferral / active EE | $17,299 | $8,032+115.4% | $7,297+137.1% | $5,851+195.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |