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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 | $266,972 | $175,259+52.3% | $149,723+78.3% | $139,487+91.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.71% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,457 | $5,478-73.4% | $4,821-69.8% | $4,755-69.4% |
| Participant deferral / active EE | $9,543 | $6,522+46.3% | $5,682+67.9% | $6,713+42.2% |
| Admin fee / account holder | $243 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |