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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 | $380,710 | $162,785+133.9% | $133,959+184.2% | $158,950+139.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 267.83% | 41.94%+225.9pp | 45.09%+222.7pp | 302.91%-35.1pp |
| Employer contribution / active EE | $9,123 | $4,975+83.4% | $3,919+132.8% | $4,762+91.6% |
| Participant deferral / active EE | $6,520 | $5,910+10.3% | $5,047+29.2% | $5,983+9.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |