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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 | $292,081 | $160,070+82.5% | $147,117+98.5% | $145,897+100.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 15.00% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $11,329 | $5,285+114.4% | $4,932+129.7% | $4,663+143.0% |
| Participant deferral / active EE | $8,283 | $8,419-1.6% | $8,065+2.7% | $6,689+23.8% |
| Admin fee / account holder | $209 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |