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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 | $324,656 | $160,070+102.8% | $147,117+120.7% | $145,897+122.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $11,690 | $5,285+121.2% | $4,932+137.0% | $4,663+150.7% |
| Participant deferral / active EE | $15,304 | $8,419+81.8% | $8,065+89.8% | $6,689+128.8% |
| Admin fee / account holder | $64 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |