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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 | $251,772 | $144,130+74.7% | $117,861+113.6% | $147,586+70.6% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 17.12% | 531.20%-514.1pp | 335.11%-318.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $6,318 | $4,897+29.0% | $3,786+66.9% | $4,876+29.6% |
| Participant deferral / active EE | $6,428 | $5,316+20.9% | $4,482+43.4% | $5,439+18.2% |
| Admin fee / account holder | $287 | $10,887-97.4% | $8,021-96.4% | $10,886-97.4% |