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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 | $250,727 | $156,927+59.8% | $121,169+106.9% | $139,456+79.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 76.81% | 1475.85%-1399.0pp | 986.71%-909.9pp | 373.45%-296.6pp |
| Employer contribution / active EE | $512 | $5,542-90.8% | $4,168-87.7% | $4,753-89.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $235 | $6,946-96.6% | $5,645-95.8% | $11,407-97.9% |