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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 | $373,807 | $169,161+121.0% | $129,295+189.1% | $145,959+156.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.46% | 14348.07%-14333.6pp | 9429.28%-9414.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $23,921 | $5,543+331.5% | $4,157+475.4% | $4,661+413.2% |
| Participant deferral / active EE | $22,758 | $4,989+356.1% | $4,169+445.9% | $6,689+240.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |