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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 | $504,291 | $180,749+179.0% | $160,784+213.6% | $137,256+267.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.64% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $21,023 | $4,155+405.9% | $3,733+463.2% | $4,156+405.8% |
| Participant deferral / active EE | $21,850 | $6,844+219.2% | $6,293+247.2% | $6,407+241.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |