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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 | $297,494 | $180,749+64.6% | $160,784+85.0% | $137,256+116.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.05% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,167 | $4,155-23.8% | $3,733-15.2% | $4,156-23.8% |
| Participant deferral / active EE | $20,000 | $6,844+192.2% | $6,293+217.8% | $6,407+212.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |