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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 | $279,501 | $217,427+28.5% | $185,837+50.4% | $167,518+66.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.78% | 148.39%-125.6pp | 122.08%-99.3pp | 478.71%-455.9pp |
| Employer contribution / active EE | $15,330 | $5,874+161.0% | $5,168+196.6% | $4,838+216.8% |
| Participant deferral / active EE | $13,900 | $6,357+118.7% | $5,568+149.6% | $6,342+119.2% |
| Admin fee / account holder | $126 | $19,816-99.4% | $16,241-99.2% | $12,312-99.0% |