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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 | $451,624 | $176,105+156.5% | $159,474+183.2% | $167,536+169.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.52% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $20,425 | $5,299+285.5% | $4,831+322.8% | $4,839+322.1% |
| Participant deferral / active EE | $5,125 | $7,751-33.9% | $7,353-30.3% | $6,342-19.2% |
| Admin fee / account holder | $19 | $12,559-99.9% | $10,802-99.8% | $12,315-99.8% |