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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 | $260,293 | $107,363+142.4% | $92,909+180.2% | $152,897+70.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.48% | 145.63%-124.1pp | 109.44%-88.0pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,029 | $4,222-52.0% | $3,653-44.5% | $4,764-57.4% |
| Participant deferral / active EE | $7,678 | $4,848+58.4% | $4,238+81.2% | $5,851+31.2% |
| Admin fee / account holder | $100 | $7,082-98.6% | $5,795-98.3% | $11,599-99.1% |