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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 | $276,148 | $160,070+72.5% | $147,117+87.7% | $145,897+89.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,529 | $5,285-33.2% | $4,932-28.5% | $4,663-24.3% |
| Participant deferral / active EE | $12,139 | $8,419+44.2% | $8,065+50.5% | $6,689+81.5% |
| Admin fee / account holder | $100 | $15,035-99.3% | $12,993-99.2% | $13,390-99.3% |