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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 | $633,692 | $160,070+295.9% | $147,117+330.7% | $145,897+334.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 98.69%-75.6pp | 420.54%-397.4pp | 552.29%-529.2pp |
| Employer contribution / active EE | $4,679 | $5,285-11.5% | $4,932-5.1% | $4,663+0.4% |
| Participant deferral / active EE | $22,346 | $8,419+165.4% | $8,065+177.1% | $6,689+234.1% |
| Admin fee / account holder | $238 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |