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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 | $313,147 | $217,432+44.0% | $185,849+68.5% | $167,536+86.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.78% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $13,860 | $5,875+135.9% | $5,169+168.2% | $4,839+186.4% |
| Participant deferral / active EE | $10,593 | $6,357+66.6% | $5,569+90.2% | $6,342+67.0% |
| Admin fee / account holder | $212 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |