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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 | $274,862 | $160,040+71.7% | $147,096+86.9% | $145,877+88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.47% | 98.49%-76.0pp | 419.75%-397.3pp | 551.28%-528.8pp |
| Employer contribution / active EE | $24,183 | $5,289+357.2% | $4,936+389.9% | $4,663+418.6% |
| Participant deferral / active EE | $22,594 | $8,429+168.1% | $8,071+179.9% | $6,691+237.7% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |