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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 | $690,126 | $184,000+275.1% | $162,185+325.5% | $152,909+351.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.78% | 150.80%-127.0pp | 115.61%-91.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $9,248 | $6,370+45.2% | $5,613+64.7% | $4,764+94.1% |
| Participant deferral / active EE | $10,173 | $8,033+26.6% | $7,297+39.4% | $5,851+73.9% |
| Admin fee / account holder | -$461 | $13,124-103.5% | $10,844-104.3% | $11,601-104.0% |