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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 | $274,538 | $202,463+35.6% | $169,397+62.1% | $139,487+96.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 532.64%-514.8pp | 406.23%-388.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $22,054 | $4,694+369.9% | $4,013+449.6% | $4,755+363.8% |
| Participant deferral / active EE | $5,549 | $6,941-20.1% | $6,223-10.8% | $6,713-17.3% |
| Admin fee / account holder | $17 | $10,726-99.8% | $9,017-99.8% | $11,407-99.9% |