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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 | $291,047 | $159,934+82.0% | $147,005+98.0% | $145,959+99.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $6,392 | $5,287+20.9% | $4,934+29.6% | $4,661+37.2% |
| Participant deferral / active EE | $7,120 | $8,427-15.5% | $8,070-11.8% | $6,689+6.4% |
| Admin fee / account holder | $219 | $15,053-98.5% | $13,006-98.3% | $13,398-98.4% |