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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 | $349,786 | $165,399+111.5% | $149,745+133.6% | $158,982+120.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.96% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,056 | $5,105-59.7% | $4,646-55.8% | $4,763-56.8% |
| Participant deferral / active EE | $11,914 | $7,183+65.9% | $6,843+74.1% | $5,983+99.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |