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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 | $957,868 | $217,432+340.5% | $185,849+415.4% | $167,536+471.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.99% | 148.42%-119.4pp | 122.10%-93.1pp | 478.82%-449.8pp |
| Employer contribution / active EE | $12,730 | $5,875+116.7% | $5,169+146.3% | $4,839+163.1% |
| Participant deferral / active EE | $7,485 | $6,357+17.7% | $5,569+34.4% | $6,342+18.0% |
| Admin fee / account holder | $10 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |