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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 | $570,798 | $160,028+256.7% | $147,080+288.1% | $145,884+291.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.38% | 98.60%-76.2pp | 420.17%-397.8pp | 551.85%-529.5pp |
| Employer contribution / active EE | $17,000 | $5,286+221.6% | $4,933+244.6% | $4,662+264.6% |
| Participant deferral / active EE | $14,145 | $8,422+68.0% | $8,066+75.4% | $6,690+111.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |