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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 | $160,040+81.6% | $147,096+97.6% | $145,877+99.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.00% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $6,863 | $5,289+29.8% | $4,936+39.0% | $4,663+47.2% |
| Participant deferral / active EE | $18,400 | $8,429+118.3% | $8,071+128.0% | $6,691+175.0% |
| Admin fee / account holder | $27 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |