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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 | $554,466 | $160,028+246.5% | $147,080+277.0% | $145,884+280.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $16,933 | $5,286+220.4% | $4,933+243.2% | $4,662+263.2% |
| Participant deferral / active EE | $3,467 | $8,422-58.8% | $8,066-57.0% | $6,690-48.2% |
| Admin fee / account holder | $5 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |