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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 | $294,304 | $198,457+48.3% | $170,435+72.7% | $147,586+99.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.66% | 257.30%-244.6pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $12,042 | $6,183+94.8% | $5,432+121.7% | $4,876+146.9% |
| Participant deferral / active EE | $7,792 | $5,629+38.4% | $4,939+57.7% | $5,439+43.3% |
| Admin fee / account holder | $51 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |