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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 | $270,554 | $100,911+168.1% | $90,440+199.2% | $158,966+70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.66% | 1726.62%-1707.0pp | 1294.38%-1274.7pp | 302.95%-283.3pp |
| Employer contribution / active EE | $2,695 | $3,690-27.0% | $3,263-17.4% | $4,762-43.4% |
| Participant deferral / active EE | $7,054 | $4,348+62.2% | $3,964+78.0% | $5,983+17.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |