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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 | $621,192 | $185,883+234.2% | $170,043+265.3% | $139,466+345.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.70% | 60.54%-45.8pp | 53.40%-38.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $22,370 | $7,596+194.5% | $6,790+229.5% | $4,754+370.6% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |