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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 | $677,322 | $176,105+284.6% | $159,474+324.7% | $167,536+304.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 52.08% | 331.91%-279.8pp | 263.68%-211.6pp | 478.82%-426.7pp |
| Employer contribution / active EE | $8,550 | $5,299+61.4% | $4,831+77.0% | $4,839+76.7% |
| Participant deferral / active EE | $13,938 | $7,751+79.8% | $7,353+89.5% | $6,342+119.8% |
| Admin fee / account holder | $125 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |