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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 | $263,577 | $138,076+90.9% | $123,553+113.3% | $135,380+94.7% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | 15.63% | 153.70%-138.1pp | 119.21%-103.6pp | 519.81%-504.2pp |
| Employer contribution / active EE | $9,876 | $5,152+91.7% | $4,628+113.4% | $4,779+106.7% |
| Participant deferral / active EE | $9,732 | $6,800+43.1% | $6,426+51.4% | $5,609+73.5% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |