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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 | $689,983 | $160,070+331.1% | $147,117+369.0% | $145,897+372.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $8,375 | $5,285+58.5% | $4,932+69.8% | $4,663+79.6% |
| Participant deferral / active EE | $20,771 | $8,419+146.7% | $8,065+157.6% | $6,689+210.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |