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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 | $259,886 | $198,457+31.0% | $170,435+52.5% | $147,586+76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.74% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $10,092 | $6,183+63.2% | $5,432+85.8% | $4,876+107.0% |
| Participant deferral / active EE | $4,883 | $5,629-13.3% | $4,939-1.1% | $5,439-10.2% |
| Admin fee / account holder | $176 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |