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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 | $594,155 | $160,070+271.2% | $147,117+303.9% | $145,897+307.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,386 | $5,285-54.8% | $4,932-51.6% | $4,663-48.8% |
| Participant deferral / active EE | $19,193 | $8,419+128.0% | $8,065+138.0% | $6,689+186.9% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |