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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 | $638,118 | $185,883+243.3% | $170,043+275.3% | $139,466+357.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 82.97% | 60.54%+22.4pp | 53.40%+29.6pp | 373.66%-290.7pp |
| Employer contribution / active EE | $19,577 | $7,596+157.7% | $6,790+188.3% | $4,754+311.8% |
| Participant deferral / active EE | $16,013 | $11,626+37.7% | $10,410+53.8% | $6,712+138.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |