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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 | $291,113 | $165,399+76.0% | $149,745+94.4% | $158,982+83.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 75.30% | 348.34%-273.0pp | 276.72%-201.4pp | 302.99%-227.7pp |
| Employer contribution / active EE | $20,372 | $5,105+299.1% | $4,646+338.5% | $4,763+327.7% |
| Participant deferral / active EE | $5,146 | $7,183-28.4% | $6,843-24.8% | $5,983-14.0% |
| Admin fee / account holder | $277 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |