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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 | $356,627 | $226,090+57.7% | $182,531+95.4% | $152,885+133.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 22.89% | 192.57%-169.7pp | 148.57%-125.7pp | 345.39%-322.5pp |
| Employer contribution / active EE | $9,315 | $4,978+87.1% | $4,075+128.6% | $4,763+95.6% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |