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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 | $289,207 | $176,120+64.2% | $159,487+81.3% | $167,553+72.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.98% | 331.95%-322.0pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $21,192 | $5,299+299.9% | $4,831+338.6% | $4,840+337.9% |
| Participant deferral / active EE | $13,480 | $7,752+73.9% | $7,354+83.3% | $6,343+112.5% |
| Admin fee / account holder | $211 | $12,561-98.3% | $10,804-98.0% | $12,316-98.3% |