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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 | $483,564 | $159,978+202.3% | $147,041+228.9% | $145,978+231.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 98.36%-79.4pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $3,800 | $5,288-28.1% | $4,935-23.0% | $4,662-18.5% |
| Participant deferral / active EE | $9,412 | $8,429+11.7% | $8,071+16.6% | $6,690+40.7% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,400-99.6% |