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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 | $331,971 | $125,237+165.1% | $105,608+214.3% | $145,877+127.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 17.47% | 225.76%-208.3pp | 116.50%-99.0pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,666 | $3,720-1.5% | $3,167+15.8% | $4,663-21.4% |
| Participant deferral / active EE | $14,934 | $5,711+161.5% | $5,010+198.1% | $6,691+123.2% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |