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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 | $516,567 | $226,135+128.4% | $182,558+183.0% | $152,909+237.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 32.03% | 192.60%-160.6pp | 148.59%-116.6pp | 345.46%-313.4pp |
| Employer contribution / active EE | $6,137 | $4,979+23.3% | $4,076+50.6% | $4,764+28.8% |
| Participant deferral / active EE | $6,676 | $6,371+4.8% | $5,526+20.8% | $5,851+14.1% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |