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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 | $547,962 | $175,257+212.7% | $149,717+266.0% | $139,456+292.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 166.70%-147.3pp | 134.41%-115.0pp | 373.45%-354.1pp |
| Employer contribution / active EE | $8,384 | $5,477+53.1% | $4,820+74.0% | $4,753+76.4% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |