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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 | $303,511 | $160,040+89.6% | $147,096+106.3% | $145,877+108.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.07% | 98.49%-73.4pp | 419.75%-394.7pp | 551.28%-526.2pp |
| Employer contribution / active EE | $11,837 | $5,289+123.8% | $4,936+139.8% | $4,663+153.9% |
| Participant deferral / active EE | $23,674 | $8,429+180.9% | $8,071+193.3% | $6,691+253.8% |
| Admin fee / account holder | $120 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |