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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 | $283,634 | $208,088+36.3% | $186,193+52.3% | $154,746+83.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 39.25% | 89.97%-50.7pp | 78.03%-38.8pp | 172.34%-133.1pp |
| Employer contribution / active EE | $46,500 | $4,340+971.5% | $3,918+1086.8% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $7,078+285.0% | $6,513+318.4% | $6,730+304.9% |
| Admin fee / account holder | $221 | $11,698-98.1% | $11,058-98.0% | $14,365-98.5% |