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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 | $394,776 | $165,381+138.7% | $149,730+163.7% | $158,966+148.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.87% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $22,681 | $5,104+344.4% | $4,645+388.3% | $4,762+376.2% |
| Participant deferral / active EE | $20,554 | $7,182+186.2% | $6,843+200.4% | $5,983+243.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |