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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 | $888,576 | $226,135+292.9% | $182,558+386.7% | $152,909+481.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.51% | 192.60%-180.1pp | 148.59%-136.1pp | 345.46%-333.0pp |
| Employer contribution / active EE | $2,736 | $4,979-45.1% | $4,076-32.9% | $4,764-42.6% |
| Participant deferral / active EE | $19,000 | $6,371+198.2% | $5,526+243.8% | $5,851+224.7% |
| Admin fee / account holder | $8 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |