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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 | $488,279 | $100,868+384.1% | $90,414+440.0% | $158,931+207.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.25% | 1724.58%-1707.3pp | 1293.19%-1275.9pp | 302.86%-285.6pp |
| Employer contribution / active EE | $13,210 | $3,689+258.1% | $3,262+304.9% | $4,761+177.4% |
| Participant deferral / active EE | $9,170 | $4,348+110.9% | $3,963+131.4% | $5,982+53.3% |
| Admin fee / account holder | $60 | $6,502-99.1% | $5,611-98.9% | $11,247-99.5% |