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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 | $650,577 | $183,592+254.4% | $155,574+318.2% | $145,877+346.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $11,286 | $5,317+112.3% | $4,676+141.4% | $4,663+142.0% |
| Participant deferral / active EE | $9,261 | $6,466+43.2% | $5,629+64.5% | $6,691+38.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |