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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 | $543,079 | $176,120+208.4% | $159,487+240.5% | $167,553+224.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.95%-318.4pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $6,690 | $5,299+26.2% | $4,831+38.5% | $4,840+38.2% |
| Participant deferral / active EE | $16,840 | $7,752+117.2% | $7,354+129.0% | $6,343+165.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |