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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 | $569,040 | $165,399+244.0% | $149,745+280.0% | $158,982+257.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.02% | 348.34%-323.3pp | 276.72%-251.7pp | 302.99%-278.0pp |
| Employer contribution / active EE | $29,617 | $5,105+480.2% | $4,646+537.5% | $4,763+521.8% |
| Participant deferral / active EE | $14,084 | $7,183+96.1% | $6,843+105.8% | $5,983+135.4% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |