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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 | $260,442 | $129,737+100.7% | $119,126+118.6% | $154,746+68.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 34.82% | 379.08%-344.3pp | 282.11%-247.3pp | 172.34%-137.5pp |
| Employer contribution / active EE | $2,160 | $4,375-50.6% | $4,034-46.4% | $4,379-50.7% |
| Participant deferral / active EE | $24,000 | $5,842+310.8% | $5,318+351.3% | $6,730+256.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |