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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 | $478,186 | $165,399+189.1% | $149,745+219.3% | $158,982+200.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 53.43% | 348.34%-294.9pp | 276.72%-223.3pp | 302.99%-249.6pp |
| Employer contribution / active EE | $37,500 | $5,105+634.6% | $4,646+707.2% | $4,763+687.3% |
| Participant deferral / active EE | $23,833 | $7,183+231.8% | $6,843+248.3% | $5,983+298.3% |
| Admin fee / account holder | $214 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |