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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 | $376,340 | $184,000+104.5% | $162,185+132.0% | $152,909+146.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.18% | 150.80%-134.6pp | 115.61%-99.4pp | 345.46%-329.3pp |
| Employer contribution / active EE | $13,408 | $6,370+110.5% | $5,613+138.9% | $4,764+181.5% |
| Participant deferral / active EE | $17,393 | $8,033+116.5% | $7,297+138.4% | $5,851+197.2% |
| Admin fee / account holder | $234 | $13,124-98.2% | $10,844-97.8% | $11,601-98.0% |