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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 | $268,891 | $148,629+80.9% | $135,982+97.7% | $139,487+92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.25% | 79.33%-51.1pp | 68.32%-40.1pp | 373.84%-345.6pp |
| Employer contribution / active EE | $28,499 | $5,247+443.2% | $4,859+486.5% | $4,755+499.4% |
| Participant deferral / active EE | $15,357 | $8,102+89.5% | $7,760+97.9% | $6,713+128.8% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |