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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 | $283,418 | $180,749+56.8% | $160,784+76.3% | $137,256+106.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.93% | 2234.46%-2219.5pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,824 | $4,155+40.2% | $3,733+56.0% | $4,156+40.1% |
| Participant deferral / active EE | $12,591 | $6,844+84.0% | $6,293+100.1% | $6,407+96.5% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |