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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 | $160,070+71.7% | $147,117+86.8% | $145,897+88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.47% | 98.69%-76.2pp | 420.54%-398.1pp | 552.29%-529.8pp |
| Employer contribution / active EE | $24,183 | $5,285+357.6% | $4,932+390.3% | $4,663+418.7% |
| Participant deferral / active EE | $22,594 | $8,419+168.4% | $8,065+180.2% | $6,689+237.8% |
| Admin fee / account holder | $30 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |