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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 | $309,029 | $175,257+76.3% | $149,717+106.4% | $139,456+121.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.92% | 166.70%-140.8pp | 134.41%-108.5pp | 373.45%-347.5pp |
| Employer contribution / active EE | $13,708 | $5,477+150.3% | $4,820+184.4% | $4,753+188.4% |
| Participant deferral / active EE | $11,306 | $6,521+73.4% | $5,682+99.0% | $6,711+68.5% |
| Admin fee / account holder | $166 | $16,156-99.0% | $13,213-98.7% | $11,407-98.5% |