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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 | $346,134 | $165,399+109.3% | $149,745+131.1% | $158,982+117.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.95% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $8,145 | $5,105+59.6% | $4,646+75.3% | $4,763+71.0% |
| Participant deferral / active EE | $29,056 | $7,183+304.5% | $6,843+324.6% | $5,983+385.6% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |