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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 | $306,633 | $160,028+91.6% | $147,080+108.5% | $145,884+110.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 98.60%-80.5pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $29,206 | $5,286+452.6% | $4,933+492.0% | $4,662+526.4% |
| Participant deferral / active EE | $22,811 | $8,422+170.8% | $8,066+182.8% | $6,690+241.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |