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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 | $256,288 | $175,231+46.3% | $149,696+71.2% | $139,466+83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 115.14% | 166.77%-51.6pp | 134.46%-19.3pp | 373.66%-258.5pp |
| Employer contribution / active EE | $3,916 | $5,478-28.5% | $4,821-18.8% | $4,754-17.6% |
| Participant deferral / active EE | $4,733 | $6,521-27.4% | $5,682-16.7% | $6,712-29.5% |
| Admin fee / account holder | $1 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |