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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 | $571,317 | $183,539+211.3% | $155,556+267.3% | $145,897+291.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.07% | 61.31%-30.2pp | 64.84%-33.8pp | 552.29%-521.2pp |
| Employer contribution / active EE | $15,279 | $5,315+187.5% | $4,675+226.8% | $4,663+227.7% |
| Participant deferral / active EE | $13,428 | $6,467+107.6% | $5,631+138.5% | $6,689+100.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |