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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 | $273,879 | $234,190+16.9% | $180,320+51.9% | $198,609+37.9% |
| Participation rate | 72.7% | 77.1%-4.4pp | 71.5%+1.2pp | 82.4%-9.7pp |
| Annual return | 15.34% | 1057.44%-1042.1pp | 778.54%-763.2pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,121 | $5,258-78.7% | $4,108-72.7% | $5,055-77.8% |
| Participant deferral / active EE | $7,031 | $4,988+40.9% | $4,304+63.3% | $6,977+0.8% |
| Admin fee / account holder | $159 | $12,558-98.7% | $10,000-98.4% | $19,030-99.2% |