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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 | $252,520 | $183,988+37.2% | $162,177+55.7% | $152,897+65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.19% | 150.79%-124.6pp | 115.60%-89.4pp | 345.43%-319.2pp |
| Employer contribution / active EE | $14,694 | $6,370+130.7% | $5,613+161.8% | $4,764+208.5% |
| Participant deferral / active EE | $6,250 | $8,032-22.2% | $7,297-14.3% | $5,851+6.8% |
| Admin fee / account holder | $7 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |