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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 | $358,592 | $160,040+124.1% | $147,096+143.8% | $145,877+145.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.34% | 98.49%-73.2pp | 419.75%-394.4pp | 551.28%-525.9pp |
| Employer contribution / active EE | $4,020 | $5,289-24.0% | $4,936-18.6% | $4,663-13.8% |
| Participant deferral / active EE | $15,850 | $8,429+88.0% | $8,071+96.4% | $6,691+136.9% |
| Admin fee / account holder | $92 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |