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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 | $695,828 | $169,237+311.2% | $129,339+438.0% | $145,978+376.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.03% | 14364.43%-14350.4pp | 9437.05%-9423.0pp | 550.52%-536.5pp |
| Employer contribution / active EE | $5,280 | $5,540-4.7% | $4,154+27.1% | $4,662+13.3% |
| Participant deferral / active EE | $9,600 | $4,991+92.3% | $4,170+130.2% | $6,690+43.5% |
| Admin fee / account holder | $100 | $9,882-99.0% | $7,668-98.7% | $13,400-99.3% |