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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 | $326,938 | $183,988+77.7% | $162,177+101.6% | $152,897+113.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.40% | 150.79%-118.4pp | 115.60%-83.2pp | 345.43%-313.0pp |
| Employer contribution / active EE | $5,026 | $6,370-21.1% | $5,613-10.5% | $4,764+5.5% |
| Participant deferral / active EE | $17,934 | $8,032+123.3% | $7,297+145.8% | $5,851+206.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |