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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 | $265,605 | $102,696+158.6% | $86,235+208.0% | $139,487+90.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 1925.91%-1911.8pp | 1170.03%-1155.9pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,918 | $3,034-3.8% | $2,381+22.5% | $4,755-38.6% |
| Participant deferral / active EE | $11,125 | $4,679+137.8% | $3,987+179.0% | $6,713+65.7% |
| Admin fee / account holder | $101 | $8,667-98.8% | $6,856-98.5% | $11,407-99.1% |