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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 | $655,611 | $226,135+189.9% | $182,558+259.1% | $152,909+328.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.19% | 192.60%-164.4pp | 148.59%-120.4pp | 345.46%-317.3pp |
| Employer contribution / active EE | $23,891 | $4,979+379.8% | $4,076+486.1% | $4,764+401.5% |
| Participant deferral / active EE | $15,301 | $6,371+140.2% | $5,526+176.9% | $5,851+161.5% |
| Admin fee / account holder | $214 | $10,707-98.0% | $8,594-97.5% | $11,601-98.2% |