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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 | $987,498 | $155,555+534.8% | $146,866+572.4% | $155,188+536.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 390.63% | 115.41%+275.2pp | 102.85%+287.8pp | 148.84%+241.8pp |
| Employer contribution / active EE | $13,462 | $4,647+189.7% | $4,425+204.2% | $4,248+216.9% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $119 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |