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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 | $618,607 | $184,000+236.2% | $162,185+281.4% | $152,909+304.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 26.36% | 150.80%-124.4pp | 115.61%-89.2pp | 345.46%-319.1pp |
| Employer contribution / active EE | $4,511 | $6,370-29.2% | $5,613-19.6% | $4,764-5.3% |
| Participant deferral / active EE | $11,115 | $8,033+38.4% | $7,297+52.3% | $5,851+90.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |