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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 | $301,805 | $175,231+72.2% | $149,696+101.6% | $139,466+116.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 166.77%-150.1pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $11,160 | $5,478+103.7% | $4,821+131.5% | $4,754+134.8% |
| Participant deferral / active EE | $30,000 | $6,521+360.0% | $5,682+428.0% | $6,712+347.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |