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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 | $328,669 | $202,440+62.4% | $169,390+94.0% | $139,466+135.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 532.36%-517.4pp | 406.07%-391.1pp | 373.66%-358.7pp |
| Employer contribution / active EE | $17,902 | $4,693+281.5% | $4,013+346.1% | $4,754+276.6% |
| Participant deferral / active EE | $9,339 | $6,940+34.6% | $6,222+50.1% | $6,712+39.1% |
| Admin fee / account holder | $241 | $10,722-97.8% | $9,015-97.3% | $11,409-97.9% |