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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 | $814,641 | $198,457+310.5% | $170,435+378.0% | $147,586+452.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 69.87% | 257.30%-187.4pp | 205.94%-136.1pp | 578.59%-508.7pp |
| Employer contribution / active EE | $16,143 | $6,183+161.1% | $5,432+197.2% | $4,876+231.0% |
| Participant deferral / active EE | $17,786 | $5,629+215.9% | $4,939+260.1% | $5,439+227.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |