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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 | $417,292 | $100,895+313.6% | $90,430+361.5% | $158,950+162.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.85% | 1725.54%-1708.7pp | 1293.73%-1276.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $22,554 | $3,689+511.4% | $3,262+591.4% | $4,762+373.6% |
| Participant deferral / active EE | $21,657 | $4,347+398.2% | $3,963+446.5% | $5,983+262.0% |
| Admin fee / account holder | $30 | $6,505-99.5% | $5,613-99.5% | $11,248-99.7% |