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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 | $283,425 | $176,105+60.9% | $159,474+77.7% | $167,536+69.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.32% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $9,961 | $5,299+88.0% | $4,831+106.2% | $4,839+105.8% |
| Participant deferral / active EE | $9,907 | $7,751+27.8% | $7,353+34.7% | $6,342+56.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |