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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 | $341,871 | $176,120+94.1% | $159,487+114.4% | $167,553+104.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 331.95%-318.4pp | 263.71%-250.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $18,338 | $5,299+246.0% | $4,831+279.6% | $4,840+278.9% |
| Participant deferral / active EE | $10,251 | $7,752+32.2% | $7,354+39.4% | $6,343+61.6% |
| Admin fee / account holder | $285 | $12,561-97.7% | $10,804-97.4% | $12,316-97.7% |