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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 | $274,800 | $112,112+145.1% | $95,956+186.4% | $158,950+72.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.97% | 171.15%-157.2pp | 91.63%-77.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $9,708 | $3,199+203.5% | $2,541+282.0% | $4,762+103.9% |
| Participant deferral / active EE | $9,164 | $4,784+91.6% | $4,167+119.9% | $5,983+53.2% |
| Admin fee / account holder | $18 | $10,134-99.8% | $6,797-99.7% | $11,248-99.8% |