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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 | $258,539 | $159,978+61.6% | $147,041+75.8% | $145,978+77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.04% | 98.36%-78.3pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,282 | $5,288-37.9% | $4,935-33.5% | $4,662-29.6% |
| Participant deferral / active EE | $11,855 | $8,429+40.6% | $8,071+46.9% | $6,690+77.2% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,400-99.9% |