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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 | $456,844 | $176,077+159.5% | $159,455+186.5% | $167,518+172.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.12% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $18,371 | $5,298+246.7% | $4,830+280.3% | $4,838+279.7% |
| Participant deferral / active EE | $12,200 | $7,751+57.4% | $7,353+65.9% | $6,342+92.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |