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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 | $374,235 | $160,028+133.9% | $147,080+154.4% | $145,884+156.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $22,023 | $5,286+316.6% | $4,933+346.4% | $4,662+372.4% |
| Participant deferral / active EE | $17,717 | $8,422+110.4% | $8,066+119.6% | $6,690+164.8% |
| Admin fee / account holder | $139 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |