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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 | $388,172 | $217,427+78.5% | $185,837+108.9% | $167,518+131.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.52% | 148.39%-124.9pp | 122.08%-98.6pp | 478.71%-455.2pp |
| Employer contribution / active EE | $8,758 | $5,874+49.1% | $5,168+69.5% | $4,838+81.0% |
| Participant deferral / active EE | $7,429 | $6,357+16.9% | $5,568+33.4% | $6,342+17.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |