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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 | $569,789 | $175,231+225.2% | $149,696+280.6% | $139,466+308.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.59% | 166.77%-139.2pp | 134.46%-106.9pp | 373.66%-346.1pp |
| Employer contribution / active EE | $9,403 | $5,478+71.6% | $4,821+95.0% | $4,754+97.8% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $187 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |