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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 | $335,489 | $106,008+216.5% | $92,240+263.7% | $147,586+127.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 23.44% | 50.05%-26.6pp | 176.29%-152.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $8,116 | $4,333+87.3% | $3,680+120.6% | $4,876+66.4% |
| Participant deferral / active EE | $8,232 | $4,478+83.8% | $3,897+111.2% | $5,439+51.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |