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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 | $405,634 | $160,028+153.5% | $147,080+175.8% | $145,884+178.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,300 | $5,286-37.6% | $4,933-33.1% | $4,662-29.2% |
| Participant deferral / active EE | $14,760 | $8,422+75.3% | $8,066+83.0% | $6,690+120.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |