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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 | $278,638 | $160,070+74.1% | $147,117+89.4% | $145,897+91.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.02% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $13,228 | $5,285+150.3% | $4,932+168.2% | $4,663+183.7% |
| Participant deferral / active EE | $7,625 | $8,419-9.4% | $8,065-5.5% | $6,689+14.0% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |