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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 | $250,796 | $176,105+42.4% | $159,474+57.3% | $167,536+49.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.05% | 331.91%-320.9pp | 263.68%-252.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,923 | $5,299-44.8% | $4,831-39.5% | $4,839-39.6% |
| Participant deferral / active EE | $4,162 | $7,751-46.3% | $7,353-43.4% | $6,342-34.4% |
| Admin fee / account holder | $58 | $12,559-99.5% | $10,802-99.5% | $12,315-99.5% |