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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 | $324,047 | $168,635+92.2% | $147,617+119.5% | $125,389+158.4% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -0.53% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $14,947 | $6,252+139.1% | $5,564+168.6% | $4,866+207.2% |
| Participant deferral / active EE | $13,160 | $5,507+139.0% | $4,895+168.8% | $5,352+145.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |