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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 | $438,404 | $176,105+148.9% | $159,474+174.9% | $167,536+161.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.46% | 331.91%-313.5pp | 263.68%-245.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $18,167 | $5,299+242.8% | $4,831+276.1% | $4,839+275.4% |
| Participant deferral / active EE | $12,350 | $7,751+59.3% | $7,353+68.0% | $6,342+94.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |