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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 | $380,985 | $198,457+92.0% | $170,435+123.5% | $147,586+158.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.97% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $17,725 | $6,183+186.7% | $5,432+226.3% | $4,876+263.5% |
| Participant deferral / active EE | $12,056 | $5,629+114.2% | $4,939+144.1% | $5,439+121.7% |
| Admin fee / account holder | $79 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |