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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 | $302,969 | $176,077+72.1% | $159,455+90.0% | $167,518+80.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.14% | 331.83%-304.7pp | 263.63%-236.5pp | 478.71%-451.6pp |
| Employer contribution / active EE | $22,770 | $5,298+329.8% | $4,830+371.4% | $4,838+370.6% |
| Participant deferral / active EE | $18,863 | $7,751+143.4% | $7,353+156.5% | $6,342+197.4% |
| Admin fee / account holder | $175 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |