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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 | $320,366 | $175,259+82.8% | $149,723+114.0% | $139,487+129.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.68% | 166.82%-156.1pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,092 | $5,478-61.8% | $4,821-56.6% | $4,755-56.0% |
| Participant deferral / active EE | $4,347 | $6,522-33.3% | $5,682-23.5% | $6,713-35.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |