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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 | $293,247 | $160,028+83.2% | $147,080+99.4% | $145,884+101.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,344 | $5,286-74.6% | $4,933-72.8% | $4,662-71.2% |
| Participant deferral / active EE | $12,496 | $8,422+48.4% | $8,066+54.9% | $6,690+86.8% |
| Admin fee / account holder | $252 | $15,030-98.3% | $12,989-98.1% | $13,392-98.1% |