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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 | $290,688 | $160,070+81.6% | $147,117+97.6% | $145,897+99.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.00% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $6,863 | $5,285+29.9% | $4,932+39.1% | $4,663+47.2% |
| Participant deferral / active EE | $18,400 | $8,419+118.5% | $8,065+128.2% | $6,689+175.1% |
| Admin fee / account holder | $27 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |