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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 | $560,230 | $160,070+250.0% | $147,117+280.8% | $145,897+284.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $13,851 | $5,285+162.1% | $4,932+180.8% | $4,663+197.1% |
| Participant deferral / active EE | $9,840 | $8,419+16.9% | $8,065+22.0% | $6,689+47.1% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |