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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 | $305,624 | $176,120+73.5% | $159,487+91.6% | $167,553+82.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.26% | 331.95%-314.7pp | 263.71%-246.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,664 | $5,299-68.6% | $4,831-65.6% | $4,840-65.6% |
| Participant deferral / active EE | $13,749 | $7,752+77.4% | $7,354+87.0% | $6,343+116.8% |
| Admin fee / account holder | $15 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |