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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 | $304,352 | $184,000+65.4% | $162,185+87.7% | $152,909+99.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.61% | 150.80%-126.2pp | 115.61%-91.0pp | 345.46%-320.9pp |
| Employer contribution / active EE | $9,190 | $6,370+44.3% | $5,613+63.7% | $4,764+92.9% |
| Participant deferral / active EE | $10,700 | $8,033+33.2% | $7,297+46.6% | $5,851+82.9% |
| Admin fee / account holder | $42 | $13,124-99.7% | $10,844-99.6% | $11,601-99.6% |