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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 | $500,530 | $160,070+212.7% | $147,117+240.2% | $145,897+243.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $21,493 | $5,285+306.7% | $4,932+335.7% | $4,663+361.0% |
| Participant deferral / active EE | $22,533 | $8,419+167.6% | $8,065+179.4% | $6,689+236.9% |
| Admin fee / account holder | $243 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |