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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 | $727,288 | $159,934+354.7% | $147,005+394.7% | $145,959+398.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.24%-85.4pp | 418.76%-406.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,200 | $5,287-77.3% | $4,934-75.7% | $4,661-74.3% |
| Participant deferral / active EE | $26,750 | $8,427+217.4% | $8,070+231.5% | $6,689+299.9% |
| Admin fee / account holder | -$1,259 | $15,053-108.4% | $13,006-109.7% | $13,398-109.4% |