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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 | $270,599 | $217,432+24.5% | $185,849+45.6% | $167,536+61.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.01% | 148.42%-130.4pp | 122.10%-104.1pp | 478.82%-460.8pp |
| Employer contribution / active EE | $8,960 | $5,875+52.5% | $5,169+73.3% | $4,839+85.2% |
| Participant deferral / active EE | $10,340 | $6,357+62.6% | $5,569+85.7% | $6,342+63.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |