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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 | $365,507 | $175,259+108.6% | $149,723+144.1% | $139,487+162.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.38% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.5pp |
| Employer contribution / active EE | $12,070 | $5,478+120.3% | $4,821+150.3% | $4,755+153.9% |
| Participant deferral / active EE | $9,889 | $6,522+51.6% | $5,682+74.0% | $6,713+47.3% |
| Admin fee / account holder | $114 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |