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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 | $304,124 | $197,637+53.9% | $177,848+71.0% | $158,982+91.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.41% | 58.77%-19.4pp | 48.33%-8.9pp | 302.99%-263.6pp |
| Employer contribution / active EE | $11,386 | $6,698+70.0% | $5,919+92.4% | $4,763+139.1% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,983+73.8% |
| Admin fee / account holder | $186 | $15,406-98.8% | $12,431-98.5% | $11,252-98.3% |