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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 | $255,184 | $198,462+28.6% | $170,439+49.7% | $147,585+72.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 16.10% | 257.30%-241.2pp | 205.94%-189.8pp | 578.58%-562.5pp |
| Employer contribution / active EE | $3,315 | $6,184-46.4% | $5,433-39.0% | $4,876-32.0% |
| Participant deferral / active EE | $6,402 | $5,629+13.7% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |