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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 | $288,486 | $160,028+80.3% | $147,080+96.1% | $145,884+97.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 45.13% | 98.60%-53.5pp | 420.17%-375.0pp | 551.85%-506.7pp |
| Employer contribution / active EE | $9,667 | $5,286+82.9% | $4,933+95.9% | $4,662+107.3% |
| Participant deferral / active EE | $6,667 | $8,422-20.8% | $8,066-17.4% | $6,690-0.3% |
| Admin fee / account holder | $50 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |