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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 | $263,995 | $226,105+16.8% | $182,540+44.6% | $152,897+72.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.36% | 192.58%-172.2pp | 148.58%-128.2pp | 345.43%-325.1pp |
| Employer contribution / active EE | $4,444 | $4,978-10.7% | $4,076+9.0% | $4,764-6.7% |
| Participant deferral / active EE | $13,809 | $6,370+116.8% | $5,525+149.9% | $5,851+136.0% |
| Admin fee / account holder | $50 | $10,706-99.5% | $8,593-99.4% | $11,599-99.6% |