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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 | $648,994 | $209,874+209.2% | $189,537+242.4% | $167,536+287.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.98% | 748.61%-731.6pp | 555.34%-538.4pp | 478.82%-461.8pp |
| Employer contribution / active EE | $8,871 | $6,913+28.3% | $6,161+44.0% | $4,839+83.3% |
| Participant deferral / active EE | $15,789 | $8,934+76.7% | $8,220+92.1% | $6,342+148.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |