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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 | $160,040+271.3% | $147,096+303.9% | $145,877+307.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,386 | $5,289-54.9% | $4,936-51.7% | $4,663-48.8% |
| Participant deferral / active EE | $19,193 | $8,429+127.7% | $8,071+137.8% | $6,691+186.9% |
| Admin fee / account holder | $14 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |