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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 | $431,593 | $183,978+134.6% | $162,171+166.1% | $152,885+182.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.51% | 150.78%-125.3pp | 115.60%-90.1pp | 345.39%-319.9pp |
| Employer contribution / active EE | $31,548 | $6,370+395.3% | $5,613+462.1% | $4,763+562.3% |
| Participant deferral / active EE | $17,285 | $8,033+115.2% | $7,297+136.9% | $5,851+195.4% |
| Admin fee / account holder | $17 | $13,122-99.9% | $10,843-99.8% | $11,598-99.9% |