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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 | $351,922 | $201,370+74.8% | $184,256+91.0% | $145,897+141.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 160.11% | 29.05%+131.1pp | 28.85%+131.3pp | 552.29%-392.2pp |
| Employer contribution / active EE | $3,919 | $7,024-44.2% | $6,427-39.0% | $4,663-16.0% |
| Participant deferral / active EE | $8,150 | $9,808-16.9% | $9,133-10.8% | $6,689+21.8% |
| Admin fee / account holder | $93 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |