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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 | $175,259+136.5% | $149,723+176.9% | $139,487+197.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.88% | 166.82%-128.9pp | 134.50%-96.6pp | 373.84%-336.0pp |
| Employer contribution / active EE | $12,628 | $5,478+130.5% | $4,821+161.9% | $4,755+165.6% |
| Participant deferral / active EE | $9,188 | $6,522+40.9% | $5,682+61.7% | $6,713+36.9% |
| Admin fee / account holder | $95 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |