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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 | $897,369 | $217,427+312.7% | $185,837+382.9% | $167,518+435.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.13% | 148.39%-134.3pp | 122.08%-107.9pp | 478.71%-464.6pp |
| Employer contribution / active EE | $4,209 | $5,874-28.3% | $5,168-18.6% | $4,838-13.0% |
| Participant deferral / active EE | $23,882 | $6,357+275.7% | $5,568+328.9% | $6,342+276.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |