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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 | $377,505 | $183,988+105.2% | $162,177+132.8% | $152,897+146.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.56% | 150.79%-124.2pp | 115.60%-89.0pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,547 | $6,370-60.0% | $5,613-54.6% | $4,764-46.5% |
| Participant deferral / active EE | $4,056 | $8,032-49.5% | $7,297-44.4% | $5,851-30.7% |
| Admin fee / account holder | $99 | $13,123-99.2% | $10,843-99.1% | $11,599-99.1% |