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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 | $160,028+82.5% | $147,080+98.6% | $145,884+100.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 15.00% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $11,329 | $5,286+114.3% | $4,933+129.6% | $4,662+143.0% |
| Participant deferral / active EE | $8,283 | $8,422-1.7% | $8,066+2.7% | $6,690+23.8% |
| Admin fee / account holder | $209 | $15,030-98.6% | $12,989-98.4% | $13,392-98.4% |