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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 | $348,268 | $160,070+117.6% | $147,117+136.7% | $145,897+138.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $12,522 | $5,285+137.0% | $4,932+153.9% | $4,663+168.6% |
| Participant deferral / active EE | $21,139 | $8,419+151.1% | $8,065+162.1% | $6,689+216.0% |
| Admin fee / account holder | $23 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |