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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 | $159,978+80.3% | $147,041+96.2% | $145,978+97.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 45.13% | 98.36%-53.2pp | 419.21%-374.1pp | 550.52%-505.4pp |
| Employer contribution / active EE | $9,667 | $5,288+82.8% | $4,935+95.9% | $4,662+107.4% |
| Participant deferral / active EE | $6,667 | $8,429-20.9% | $8,071-17.4% | $6,690-0.3% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |