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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 | $430,113 | $175,259+145.4% | $149,723+187.3% | $139,487+208.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.52% | 166.82%-141.3pp | 134.50%-109.0pp | 373.84%-348.3pp |
| Employer contribution / active EE | $6,542 | $5,478+19.4% | $4,821+35.7% | $4,755+37.6% |
| Participant deferral / active EE | $8,821 | $6,522+35.3% | $5,682+55.2% | $6,713+31.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |