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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 | $590,983 | $160,040+269.3% | $147,096+301.8% | $145,877+305.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $16,786 | $5,289+217.4% | $4,936+240.1% | $4,663+260.0% |
| Participant deferral / active EE | $19,219 | $8,429+128.0% | $8,071+138.1% | $6,691+187.3% |
| Admin fee / account holder | $95 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |