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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 | $395,548 | $176,120+124.6% | $159,487+148.0% | $167,553+136.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 331.95%-313.3pp | 263.71%-245.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $23,600 | $5,299+345.3% | $4,831+388.5% | $4,840+387.6% |
| Participant deferral / active EE | $19,500 | $7,752+151.6% | $7,354+165.2% | $6,343+207.4% |
| Admin fee / account holder | $60 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |