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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 | $490,030 | $202,342+142.2% | $172,752+183.7% | $152,897+220.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.49% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $19,736 | $5,858+236.9% | $5,144+283.7% | $4,764+314.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $85 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |