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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 | $371,342 | $160,070+132.0% | $147,117+152.4% | $145,897+154.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $21,203 | $5,285+301.2% | $4,932+329.9% | $4,663+354.7% |
| Participant deferral / active EE | $7,212 | $8,419-14.3% | $8,065-10.6% | $6,689+7.8% |
| Admin fee / account holder | $64 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |