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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 | $464,033 | $196,972+135.6% | $182,262+154.6% | $198,609+133.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 57.44% | 158.27%-100.8pp | 140.60%-83.2pp | 202.70%-145.3pp |
| Employer contribution / active EE | $9,455 | $5,364+76.3% | $5,046+87.4% | $5,055+87.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $294 | $18,429-98.4% | $16,712-98.2% | $19,030-98.5% |