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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 | $450,287 | $160,028+181.4% | $147,080+206.1% | $145,884+208.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 98.60%-81.9pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $15,000 | $5,286+183.8% | $4,933+204.1% | $4,662+221.7% |
| Participant deferral / active EE | $22,306 | $8,422+164.9% | $8,066+176.5% | $6,690+233.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |