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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 | $472,849 | $183,592+157.6% | $155,567+204.0% | $145,959+224.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $8,449 | $5,315+59.0% | $4,674+80.8% | $4,661+81.3% |
| Participant deferral / active EE | $6,702 | $6,464+3.7% | $5,628+19.1% | $6,689+0.2% |
| Admin fee / account holder | $66 | $19,318-99.7% | $15,916-99.6% | $13,398-99.5% |