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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 | $312,961 | $183,592+70.5% | $155,567+101.2% | $145,959+114.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.37% | 61.24%-37.9pp | 64.74%-41.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $9,032 | $5,315+69.9% | $4,674+93.2% | $4,661+93.8% |
| Participant deferral / active EE | $4,598 | $6,464-28.9% | $5,628-18.3% | $6,689-31.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |