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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 | $277,593 | $160,040+73.5% | $147,096+88.7% | $145,877+90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $26,933 | $5,289+409.2% | $4,936+445.7% | $4,663+477.6% |
| Participant deferral / active EE | $16,110 | $8,429+91.1% | $8,071+99.6% | $6,691+140.8% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |