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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 | $664,052 | $226,105+193.7% | $182,540+263.8% | $152,897+334.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.46% | 192.58%-174.1pp | 148.58%-130.1pp | 345.43%-327.0pp |
| Employer contribution / active EE | $4,299 | $4,978-13.6% | $4,076+5.5% | $4,764-9.8% |
| Participant deferral / active EE | $6,455 | $6,370+1.3% | $5,525+16.8% | $5,851+10.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |