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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 | $331,522 | $175,259+89.2% | $149,723+121.4% | $139,487+137.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.65% | 166.82%-150.2pp | 134.50%-117.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,373 | $5,478-38.4% | $4,821-30.0% | $4,755-29.1% |
| Participant deferral / active EE | $6,670 | $6,522+2.3% | $5,682+17.4% | $6,713-0.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |