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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 | $284,049 | $169,336+67.7% | $129,384+119.5% | $145,884+94.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14408.70%-14396.6pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,866 | $5,540-48.3% | $4,153-31.0% | $4,662-38.5% |
| Participant deferral / active EE | $10,804 | $4,985+116.7% | $4,166+159.4% | $6,690+61.5% |
| Admin fee / account holder | $104 | $9,912-99.0% | $7,686-98.6% | $13,392-99.2% |