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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 | $476,918 | $183,539+159.8% | $155,556+206.6% | $145,897+226.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.30% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $22,760 | $5,315+328.2% | $4,675+386.8% | $4,663+388.1% |
| Participant deferral / active EE | $16,894 | $6,467+161.2% | $5,631+200.0% | $6,689+152.6% |
| Admin fee / account holder | $46 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |