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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 | $306,026 | $180,749+69.3% | $160,784+90.3% | $137,256+123.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.65% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,822 | $4,155-8.0% | $3,733+2.4% | $4,156-8.0% |
| Participant deferral / active EE | $15,114 | $6,844+120.8% | $6,293+140.2% | $6,407+135.9% |
| Admin fee / account holder | $52 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |