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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 | $762,270 | $159,978+376.5% | $147,041+418.4% | $145,978+422.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.93% | 98.36%-72.4pp | 419.21%-393.3pp | 550.52%-524.6pp |
| Employer contribution / active EE | $4,082 | $5,288-22.8% | $4,935-17.3% | $4,662-12.4% |
| Participant deferral / active EE | $17,342 | $8,429+105.7% | $8,071+114.9% | $6,690+159.2% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |