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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 | $253,392 | $160,028+58.3% | $147,080+72.3% | $145,884+73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.82% | 98.60%-80.8pp | 420.17%-402.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $8,244 | $5,286+56.0% | $4,933+67.1% | $4,662+76.8% |
| Participant deferral / active EE | $15,329 | $8,422+82.0% | $8,066+90.0% | $6,690+129.1% |
| Admin fee / account holder | $138 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |