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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 | $308,495 | $159,978+92.8% | $147,041+109.8% | $145,978+111.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $15,924 | $5,288+201.1% | $4,935+222.7% | $4,662+241.6% |
| Participant deferral / active EE | $15,239 | $8,429+80.8% | $8,071+88.8% | $6,690+127.8% |
| Admin fee / account holder | $249 | $15,053-98.3% | $13,006-98.1% | $13,400-98.1% |