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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 | $296,800 | $106,005+180.0% | $92,239+221.8% | $147,585+101.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 14.07% | 50.05%-36.0pp | 176.29%-162.2pp | 578.58%-564.5pp |
| Employer contribution / active EE | $19,119 | $4,333+341.2% | $3,680+419.6% | $4,876+292.1% |
| Participant deferral / active EE | $13,977 | $4,478+212.1% | $3,897+258.7% | $5,439+157.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |