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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 | $443,931 | $160,040+177.4% | $147,096+201.8% | $145,877+204.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.68% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,538 | $5,289-52.0% | $4,936-48.6% | $4,663-45.6% |
| Participant deferral / active EE | $8,798 | $8,429+4.4% | $8,071+9.0% | $6,691+31.5% |
| Admin fee / account holder | $21 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |