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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 | $311,981 | $159,978+95.0% | $147,041+112.2% | $145,978+113.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,698 | $5,288-49.0% | $4,935-45.3% | $4,662-42.1% |
| Participant deferral / active EE | $7,227 | $8,429-14.3% | $8,071-10.5% | $6,690+8.0% |
| Admin fee / account holder | $8 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |