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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 | $160,040+250.1% | $147,096+280.9% | $145,877+284.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $13,851 | $5,289+161.9% | $4,936+180.6% | $4,663+197.0% |
| Participant deferral / active EE | $9,840 | $8,429+16.7% | $8,071+21.9% | $6,691+47.1% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |