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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 | $416,591 | $226,105+84.2% | $182,540+128.2% | $152,897+172.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.13% | 192.58%-164.4pp | 148.58%-120.4pp | 345.43%-317.3pp |
| Employer contribution / active EE | $12,774 | $4,978+156.6% | $4,076+213.4% | $4,764+168.2% |
| Participant deferral / active EE | $7,451 | $6,370+17.0% | $5,525+34.8% | $5,851+27.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |