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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 | $318,473 | $184,000+73.1% | $162,185+96.4% | $152,909+108.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.00% | 150.80%-129.8pp | 115.61%-94.6pp | 345.46%-324.5pp |
| Employer contribution / active EE | $2,431 | $6,370-61.8% | $5,613-56.7% | $4,764-49.0% |
| Participant deferral / active EE | $5,421 | $8,033-32.5% | $7,297-25.7% | $5,851-7.4% |
| Admin fee / account holder | $62 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |