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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 | $693,329 | $160,028+333.3% | $147,080+371.4% | $145,884+375.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $32,687 | $5,286+518.4% | $4,933+562.6% | $4,662+601.1% |
| Participant deferral / active EE | $28,413 | $8,422+237.4% | $8,066+252.2% | $6,690+324.7% |
| Admin fee / account holder | $244 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |