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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 | $159,978+354.6% | $147,041+394.6% | $145,978+398.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,200 | $5,288-77.3% | $4,935-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $26,750 | $8,429+217.4% | $8,071+231.4% | $6,690+299.9% |
| Admin fee / account holder | -$1,259 | $15,053-108.4% | $13,006-109.7% | $13,400-109.4% |