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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 | $430,279 | $159,978+169.0% | $147,041+192.6% | $145,978+194.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 98.36%-80.4pp | 419.21%-401.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $3,699 | $5,288-30.1% | $4,935-25.0% | $4,662-20.7% |
| Participant deferral / active EE | $6,272 | $8,429-25.6% | $8,071-22.3% | $6,690-6.2% |
| Admin fee / account holder | $180 | $15,053-98.8% | $13,006-98.6% | $13,400-98.7% |