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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 | $298,709 | $160,040+86.6% | $147,096+103.1% | $145,877+104.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.26% | 98.49%-76.2pp | 419.75%-397.5pp | 551.28%-529.0pp |
| Employer contribution / active EE | $2,556 | $5,289-51.7% | $4,936-48.2% | $4,663-45.2% |
| Participant deferral / active EE | $9,158 | $8,429+8.6% | $8,071+13.5% | $6,691+36.9% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |