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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 | $396,434 | $165,399+139.7% | $149,745+164.7% | $158,982+149.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 70.31% | 348.34%-278.0pp | 276.72%-206.4pp | 302.99%-232.7pp |
| Employer contribution / active EE | $1,487 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $21,087 | $7,183+193.6% | $6,843+208.1% | $5,983+252.4% |
| Admin fee / account holder | $1 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |