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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 | $386,987 | $168,635+129.5% | $147,617+162.2% | $125,389+208.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.05% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $17,166 | $6,252+174.6% | $5,564+208.5% | $4,866+252.8% |
| Participant deferral / active EE | $6,013 | $5,507+9.2% | $4,895+22.8% | $5,352+12.4% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |