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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 | $293,106 | $198,462+47.7% | $170,439+72.0% | $147,585+98.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.63% | 257.30%-241.7pp | 205.94%-190.3pp | 578.58%-563.0pp |
| Employer contribution / active EE | $13,409 | $6,184+116.9% | $5,433+146.8% | $4,876+175.0% |
| Participant deferral / active EE | $4,612 | $5,629-18.1% | $4,939-6.6% | $5,439-15.2% |
| Admin fee / account holder | $284 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |