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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 | $267,926 | $102,422+161.6% | $147,117+82.1% | $80,959+230.9% |
| Participation rate | 76.9% | 75.9%+1.0pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 84.79% | 135.16%-50.4pp | 420.54%-335.7pp | 35.67%+49.1pp |
| Employer contribution / active EE | $2,897 | $3,717-22.1% | $4,932-41.3% | $2,757+5.1% |
| Participant deferral / active EE | $10,676 | $6,652+60.5% | $8,065+32.4% | $4,300+148.3% |
| Admin fee / account holder | $185 | $7,953-97.7% | $12,993-98.6% | $6,925-97.3% |