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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 | $432,255 | $160,070+170.0% | $147,117+193.8% | $145,897+196.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,937 | $5,285-63.4% | $4,932-60.7% | $4,663-58.5% |
| Participant deferral / active EE | $8,050 | $8,419-4.4% | $8,065-0.2% | $6,689+20.3% |
| Admin fee / account holder | $243 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |