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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 | $252,707 | $160,070+57.9% | $147,117+71.8% | $145,897+73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.49% | 98.69%-65.2pp | 420.54%-387.1pp | 552.29%-518.8pp |
| Employer contribution / active EE | $18,822 | $5,285+256.2% | $4,932+281.6% | $4,663+303.7% |
| Participant deferral / active EE | $16,220 | $8,419+92.6% | $8,065+101.1% | $6,689+142.5% |
| Admin fee / account holder | $3 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |