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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 | $273,462 | $184,000+48.6% | $162,185+68.6% | $152,909+78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.79% | 150.80%-125.0pp | 115.61%-89.8pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,488 | $6,370-76.6% | $5,613-73.5% | $4,764-68.8% |
| Participant deferral / active EE | $4,836 | $8,033-39.8% | $7,297-33.7% | $5,851-17.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |