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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 | $275,825 | $198,461+39.0% | $170,436+61.8% | $147,585+86.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.82% | 257.30%-243.5pp | 205.94%-192.1pp | 578.57%-564.8pp |
| Employer contribution / active EE | $5,939 | $6,184-4.0% | $5,433+9.3% | $4,876+21.8% |
| Participant deferral / active EE | $13,154 | $5,629+133.7% | $4,939+166.3% | $5,439+141.9% |
| Admin fee / account holder | -$125 | $16,852-100.7% | $13,880-100.9% | $10,885-101.1% |