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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 | $342,889 | $160,040+114.3% | $147,096+133.1% | $145,877+135.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $11,265 | $5,289+113.0% | $4,936+128.2% | $4,663+141.6% |
| Participant deferral / active EE | $18,200 | $8,429+115.9% | $8,071+125.5% | $6,691+172.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |