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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 | $378,951 | $124,175+205.2% | $108,405+249.6% | $167,553+126.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.11% | 1380.13%-1363.0pp | 905.55%-888.4pp | 478.89%-461.8pp |
| Employer contribution / active EE | $2,520 | $4,188-39.8% | $3,559-29.2% | $4,840-47.9% |
| Participant deferral / active EE | $22,750 | $6,908+229.3% | $6,563+246.6% | $6,343+258.7% |
| Admin fee / account holder | $216 | $9,457-97.7% | $7,297-97.0% | $12,316-98.2% |