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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 | $792,571 | $175,257+352.2% | $149,717+429.4% | $139,456+468.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.71% | 166.70%-126.0pp | 134.41%-93.7pp | 373.45%-332.7pp |
| Employer contribution / active EE | $20,252 | $5,477+269.8% | $4,820+320.2% | $4,753+326.1% |
| Participant deferral / active EE | $10,000 | $6,521+53.4% | $5,682+76.0% | $6,711+49.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |