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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 | $495,466 | $202,342+144.9% | $172,753+186.8% | $152,909+224.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.27% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $11,894 | $5,857+103.1% | $5,144+131.2% | $4,764+149.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |