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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 | $1,311,378 | $175,257+648.3% | $149,717+775.9% | $139,456+840.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.68% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.8pp |
| Employer contribution / active EE | $26,368 | $5,477+381.5% | $4,820+447.1% | $4,753+454.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |