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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 | $292,649 | $160,028+82.9% | $147,080+99.0% | $145,884+100.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,660 | $5,286-68.6% | $4,933-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $8,196 | $8,422-2.7% | $8,066+1.6% | $6,690+22.5% |
| Admin fee / account holder | $169 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |