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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 | $301,402 | $144,124+109.1% | $117,857+155.7% | $147,585+104.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 17.91% | 531.17%-513.3pp | 335.09%-317.2pp | 578.57%-560.7pp |
| Employer contribution / active EE | $6,988 | $4,897+42.7% | $3,786+84.6% | $4,876+43.3% |
| Participant deferral / active EE | $7,625 | $5,316+43.4% | $4,482+70.1% | $5,439+40.2% |
| Admin fee / account holder | $127 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |