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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 | $828,397 | $159,978+417.8% | $147,041+463.4% | $145,978+467.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.53% | 98.36%-69.8pp | 419.21%-390.7pp | 550.52%-522.0pp |
| Employer contribution / active EE | $40,500 | $5,288+665.9% | $4,935+720.7% | $4,662+768.8% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |