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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 | $359,854 | $160,028+124.9% | $147,080+144.7% | $145,884+146.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.69% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,593 | $5,286-69.9% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $4,367 | $8,422-48.2% | $8,066-45.9% | $6,690-34.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |