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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 | $289,721 | $175,231+65.3% | $149,696+93.5% | $139,466+107.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.90% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $10,310 | $5,478+88.2% | $4,821+113.9% | $4,754+116.9% |
| Participant deferral / active EE | $12,173 | $6,521+86.7% | $5,682+114.2% | $6,712+81.4% |
| Admin fee / account holder | $130 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |