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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 | $508,663 | $154,193+229.9% | $130,045+291.1% | $139,466+264.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.29% | 32.51%-7.2pp | -137.30%+162.6pp | 373.66%-348.4pp |
| Employer contribution / active EE | $25,268 | $5,292+377.5% | $4,321+484.7% | $4,754+431.5% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,820+157.7% | $6,712+123.5% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |