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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 | $340,941 | $159,978+113.1% | $147,041+131.9% | $145,978+133.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,951 | $5,288-25.3% | $4,935-19.9% | $4,662-15.3% |
| Participant deferral / active EE | $7,525 | $8,429-10.7% | $8,071-6.8% | $6,690+12.5% |
| Admin fee / account holder | $210 | $15,053-98.6% | $13,006-98.4% | $13,400-98.4% |