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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 | $299,530 | $176,120+70.1% | $159,487+87.8% | $167,553+78.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.87% | 331.95%-319.1pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $26,851 | $5,299+406.7% | $4,831+455.8% | $4,840+454.8% |
| Participant deferral / active EE | $17,740 | $7,752+128.9% | $7,354+141.2% | $6,343+179.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |