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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 | $285,459 | $183,627+55.5% | $155,602+83.5% | $145,978+95.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 140.64% | 61.32%+79.3pp | 64.81%+75.8pp | 550.52%-409.9pp |
| Employer contribution / active EE | $2,930 | $5,316-44.9% | $4,675-37.3% | $4,662-37.2% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,690+71.9% |
| Admin fee / account holder | $2 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |