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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 | $366,286 | $160,028+128.9% | $147,080+149.0% | $145,884+151.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 98.60%-77.9pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $19,813 | $5,286+274.8% | $4,933+301.6% | $4,662+325.0% |
| Participant deferral / active EE | $16,325 | $8,422+93.8% | $8,066+102.4% | $6,690+144.0% |
| Admin fee / account holder | $38 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |