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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 | $761,671 | $209,422+263.7% | $178,503+326.7% | $158,982+379.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.21% | 188.81%-163.6pp | 151.12%-125.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $9,845 | $5,707+72.5% | $5,011+96.5% | $4,763+106.7% |
| Participant deferral / active EE | $13,750 | $5,955+130.9% | $5,202+164.3% | $5,983+129.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |