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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 | $313,677 | $160,040+96.0% | $147,096+113.2% | $145,877+115.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.66% | 98.49%-67.8pp | 419.75%-389.1pp | 551.28%-520.6pp |
| Employer contribution / active EE | $10,866 | $5,289+105.4% | $4,936+120.1% | $4,663+133.0% |
| Participant deferral / active EE | $20,350 | $8,429+141.4% | $8,071+152.1% | $6,691+204.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |