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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 | $347,190 | $184,000+88.7% | $162,185+114.1% | $152,909+127.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.09% | 150.80%-125.7pp | 115.61%-90.5pp | 345.46%-320.4pp |
| Employer contribution / active EE | $10,454 | $6,370+64.1% | $5,613+86.2% | $4,764+119.4% |
| Participant deferral / active EE | $11,930 | $8,033+48.5% | $7,297+63.5% | $5,851+103.9% |
| Admin fee / account holder | -$27 | $13,124-100.2% | $10,844-100.2% | $11,601-100.2% |