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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 | $323,791 | $175,259+84.8% | $149,723+116.3% | $139,487+132.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.82%-150.1pp | 134.50%-117.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $7,761 | $5,478+41.7% | $4,821+61.0% | $4,755+63.2% |
| Participant deferral / active EE | $7,660 | $6,522+17.5% | $5,682+34.8% | $6,713+14.1% |
| Admin fee / account holder | $36 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |