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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 | $352,763 | $165,381+113.3% | $149,730+135.6% | $158,966+121.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.07% | 348.29%-337.2pp | 276.70%-265.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $9,958 | $5,104+95.1% | $4,645+114.4% | $4,762+109.1% |
| Participant deferral / active EE | $11,889 | $7,182+65.5% | $6,843+73.7% | $5,983+98.7% |
| Admin fee / account holder | $128 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |