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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 | $967,879 | $171,492+464.4% | $150,734+542.1% | $198,609+387.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.22% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $38,430 | $5,470+602.6% | $4,918+681.4% | $5,055+660.2% |
| Participant deferral / active EE | $25,659 | $6,259+309.9% | $5,610+357.4% | $6,977+267.8% |
| Admin fee / account holder | $65 | $17,628-99.6% | $14,905-99.6% | $19,030-99.7% |