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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 | $308,948 | $148,623+107.9% | $135,974+127.2% | $139,466+121.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.27% | 79.30%-56.0pp | 68.30%-45.0pp | 373.66%-350.4pp |
| Employer contribution / active EE | $7,738 | $5,246+47.5% | $4,859+59.3% | $4,754+62.8% |
| Participant deferral / active EE | $17,610 | $8,103+117.3% | $7,760+126.9% | $6,712+162.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |