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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 | $317,167 | $109,872+188.7% | $98,483+222.1% | $167,536+89.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 12.21% | 1959.31%-1947.1pp | 1494.38%-1482.2pp | 478.82%-466.6pp |
| Employer contribution / active EE | $7,951 | $3,225+146.5% | $2,961+168.5% | $4,839+64.3% |
| Participant deferral / active EE | $9,079 | $4,673+94.3% | $4,276+112.3% | $6,342+43.1% |
| Admin fee / account holder | $33 | $6,757-99.5% | $5,953-99.4% | $12,315-99.7% |