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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 | $767,766 | $201,344+281.3% | $184,243+316.7% | $145,877+426.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 162.51% | 29.01%+133.5pp | 28.82%+133.7pp | 551.28%-388.8pp |
| Employer contribution / active EE | $17,789 | $7,022+153.3% | $6,427+176.8% | $4,663+281.5% |
| Participant deferral / active EE | $17,447 | $9,807+77.9% | $9,132+91.0% | $6,691+160.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |