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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 | $169,237+103.5% | $129,339+166.3% | $145,978+136.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.38% | 14364.43%-14352.1pp | 9437.05%-9424.7pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,899 | $5,540-47.7% | $4,154-30.2% | $4,662-37.8% |
| Participant deferral / active EE | $10,300 | $4,991+106.4% | $4,170+147.0% | $6,690+54.0% |
| Admin fee / account holder | $38 | $9,882-99.6% | $7,668-99.5% | $13,400-99.7% |