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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 | $424,398 | $175,259+142.2% | $149,723+183.5% | $139,487+204.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.35% | 166.82%-150.5pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $9,477 | $5,478+73.0% | $4,821+96.6% | $4,755+99.3% |
| Participant deferral / active EE | $9,602 | $6,522+47.2% | $5,682+69.0% | $6,713+43.0% |
| Admin fee / account holder | $4 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |