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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 | $661,890 | $144,130+359.2% | $117,861+461.6% | $147,586+348.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 91.44% | 531.20%-439.8pp | 335.11%-243.7pp | 578.59%-487.2pp |
| Employer contribution / active EE | $23,445 | $4,897+378.8% | $3,786+519.2% | $4,876+380.8% |
| Participant deferral / active EE | $17,152 | $5,316+222.6% | $4,482+282.7% | $5,439+215.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |