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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 | $410,931 | $175,257+134.5% | $149,717+174.5% | $139,456+194.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.27% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $11,080 | $5,477+102.3% | $4,820+129.9% | $4,753+133.1% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,711+78.8% |
| Admin fee / account holder | $106 | $16,156-99.3% | $13,213-99.2% | $11,407-99.1% |