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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 | $429,039 | $100,911+325.2% | $90,440+374.4% | $158,966+169.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.54% | 1726.62%-1708.1pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $4,007 | $3,690+8.6% | $3,263+22.8% | $4,762-15.9% |
| Participant deferral / active EE | $28,621 | $4,348+558.2% | $3,964+622.1% | $5,983+378.4% |
| Admin fee / account holder | $52 | $6,507-99.2% | $5,615-99.1% | $11,250-99.5% |