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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 | $250,230 | $176,077+42.1% | $159,455+56.9% | $167,518+49.4% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 28.44% | 331.83%-303.4pp | 263.63%-235.2pp | 478.71%-450.3pp |
| Employer contribution / active EE | $2,622 | $5,298-50.5% | $4,830-45.7% | $4,838-45.8% |
| Participant deferral / active EE | $7,786 | $7,751+0.4% | $7,353+5.9% | $6,342+22.8% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |