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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 | $669,573 | $109,905+509.2% | $98,506+579.7% | $167,553+299.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.94% | 1960.20%-1947.3pp | 1494.92%-1482.0pp | 478.89%-466.0pp |
| Employer contribution / active EE | $3,365 | $3,226+4.3% | $2,961+13.6% | $4,840-30.5% |
| Participant deferral / active EE | $14,800 | $4,674+216.6% | $4,277+246.0% | $6,343+133.3% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |