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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 | $313,275 | $160,028+95.8% | $147,080+113.0% | $145,884+114.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $5,625 | $5,286+6.4% | $4,933+14.0% | $4,662+20.6% |
| Participant deferral / active EE | $14,075 | $8,422+67.1% | $8,066+74.5% | $6,690+110.4% |
| Admin fee / account holder | $271 | $15,030-98.2% | $12,989-97.9% | $13,392-98.0% |