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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 | $697,614 | $209,422+233.1% | $178,503+290.8% | $158,982+338.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.29% | 188.81%-163.5pp | 151.12%-125.8pp | 302.99%-277.7pp |
| Employer contribution / active EE | $42,400 | $5,707+643.0% | $5,011+746.1% | $4,763+790.2% |
| Participant deferral / active EE | $9,350 | $5,955+57.0% | $5,202+79.7% | $5,983+56.3% |
| Admin fee / account holder | $30 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |