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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 | $456,518 | $160,028+185.3% | $147,080+210.4% | $145,884+212.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 98.60%-84.4pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $13,613 | $5,286+157.5% | $4,933+175.9% | $4,662+192.0% |
| Participant deferral / active EE | $6,366 | $8,422-24.4% | $8,066-21.1% | $6,690-4.8% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |