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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 | $252,310 | $209,422+20.5% | $178,503+41.3% | $158,982+58.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.53% | 188.81%-166.3pp | 151.12%-128.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $38,110 | $5,707+567.8% | $5,011+660.5% | $4,763+700.1% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.5% |
| Admin fee / account holder | $1 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |