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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 | $664,162 | $217,432+205.5% | $185,851+257.4% | $167,553+296.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.01% | 148.43%-127.4pp | 122.11%-101.1pp | 478.89%-457.9pp |
| Employer contribution / active EE | $2,735 | $5,874-53.5% | $5,168-47.1% | $4,840-43.5% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,343+258.7% |
| Admin fee / account holder | $2 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |