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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 | $273,456 | $68,097+301.6% | $62,929+334.5% | $137,256+99.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.81% | 1859.11%-1844.3pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,216 | $2,811+227.8% | $2,505+268.0% | $4,156+121.8% |
| Participant deferral / active EE | $11,447 | $4,553+151.4% | $3,888+194.4% | $6,407+78.7% |
| Admin fee / account holder | $170 | $6,521-97.4% | $5,065-96.6% | $12,270-98.6% |