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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 | $303,183 | $175,231+73.0% | $149,696+102.5% | $139,466+117.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.03% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $8,730 | $5,478+59.4% | $4,821+81.1% | $4,754+83.6% |
| Participant deferral / active EE | $31,250 | $6,521+379.2% | $5,682+450.0% | $6,712+365.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |