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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 | $338,681 | $171,492+97.5% | $150,734+124.7% | $198,609+70.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.46% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $2,076 | $5,470-62.1% | $4,918-57.8% | $5,055-58.9% |
| Participant deferral / active EE | $7,090 | $6,259+13.3% | $5,610+26.4% | $6,977+1.6% |
| Admin fee / account holder | $17 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |