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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 | $372,654 | $175,231+112.7% | $149,696+148.9% | $139,466+167.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.51% | 166.77%-143.3pp | 134.46%-110.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $8,718 | $5,478+59.2% | $4,821+80.9% | $4,754+83.4% |
| Participant deferral / active EE | $11,208 | $6,521+71.9% | $5,682+97.3% | $6,712+67.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |