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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 | $320,872 | $198,457+61.7% | $170,435+88.3% | $147,586+117.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.25% | 257.30%-243.0pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $12,500 | $6,183+102.2% | $5,432+130.1% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |