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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 | $344,448 | $169,356+103.4% | $129,406+166.2% | $145,897+136.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.38% | 14418.62%-14406.2pp | 9468.18%-9455.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,899 | $5,542-47.7% | $4,155-30.2% | $4,663-37.8% |
| Participant deferral / active EE | $10,300 | $4,987+106.6% | $4,167+147.2% | $6,689+54.0% |
| Admin fee / account holder | $38 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |