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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 | $160,040+212.8% | $147,096+240.3% | $145,877+243.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $21,493 | $5,289+306.3% | $4,936+335.4% | $4,663+360.9% |
| Participant deferral / active EE | $22,533 | $8,429+167.3% | $8,071+179.2% | $6,691+236.8% |
| Admin fee / account holder | $243 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |