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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 | $271,994 | $160,028+70.0% | $147,080+84.9% | $145,884+86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.46% | 98.60%-74.1pp | 420.17%-395.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $14,995 | $5,286+183.7% | $4,933+204.0% | $4,662+221.6% |
| Participant deferral / active EE | $14,399 | $8,422+71.0% | $8,066+78.5% | $6,690+115.2% |
| Admin fee / account holder | $74 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |