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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 | $336,715 | $175,231+92.2% | $149,696+124.9% | $139,466+141.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.32% | 166.77%-147.5pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $11,116 | $5,478+102.9% | $4,821+130.6% | $4,754+133.8% |
| Participant deferral / active EE | $12,130 | $6,521+86.0% | $5,682+113.5% | $6,712+80.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |