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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 | $347,990 | $106,008+228.3% | $92,240+277.3% | $147,586+135.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.14% | 50.05%-29.9pp | 176.29%-156.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,756 | $4,333-36.4% | $3,680-25.1% | $4,876-43.5% |
| Participant deferral / active EE | $6,810 | $4,478+52.1% | $3,897+74.8% | $5,439+25.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |