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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 | $319,430 | $176,120+81.4% | $159,487+100.3% | $167,553+90.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.79% | 331.95%-312.2pp | 263.71%-243.9pp | 478.89%-459.1pp |
| Employer contribution / active EE | $4,193 | $5,299-20.9% | $4,831-13.2% | $4,840-13.4% |
| Participant deferral / active EE | $8,306 | $7,752+7.2% | $7,354+13.0% | $6,343+31.0% |
| Admin fee / account holder | $12 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |