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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 | $349,290 | $160,040+118.3% | $147,096+137.5% | $145,877+139.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,078 | $5,289-41.8% | $4,936-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $19,079 | $8,429+126.4% | $8,071+136.4% | $6,691+185.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |