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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 | $129,737+646.0% | $119,126+712.5% | $154,746+525.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.22% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $38,430 | $4,375+778.4% | $4,034+852.8% | $4,379+777.6% |
| Participant deferral / active EE | $25,659 | $5,842+339.2% | $5,318+382.5% | $6,730+281.2% |
| Admin fee / account holder | $65 | $11,961-99.5% | $10,693-99.4% | $14,365-99.5% |