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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 | $298,963 | $108,911+174.5% | $100,392+197.8% | $145,884+104.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 58.23%-43.3pp | 49.45%-34.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $7,893 | $4,420+78.6% | $3,941+100.3% | $4,662+69.3% |
| Participant deferral / active EE | $7,882 | $8,459-6.8% | $8,090-2.6% | $6,690+17.8% |
| Admin fee / account holder | $6 | $9,698-99.9% | $7,904-99.9% | $13,392-100.0% |