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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 | $414,517 | $175,212+136.6% | $149,682+176.9% | $139,427+197.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.88% | 166.63%-128.7pp | 134.35%-96.5pp | 373.27%-335.4pp |
| Employer contribution / active EE | $12,628 | $5,475+130.6% | $4,818+162.1% | $4,752+165.8% |
| Participant deferral / active EE | $9,188 | $6,520+40.9% | $5,681+61.7% | $6,711+36.9% |
| Admin fee / account holder | $95 | $16,150-99.4% | $13,210-99.3% | $11,404-99.2% |