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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 | $431,830 | $157,270+174.6% | $141,173+205.9% | $152,870+182.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 5897.16% | 64.33%+5832.8pp | 71.40%+5825.8pp | 345.34%+5551.8pp |
| Employer contribution / active EE | $3,162 | $5,261-39.9% | $4,735-33.2% | $4,763-33.6% |
| Participant deferral / active EE | $5,372 | $7,110-24.4% | $6,710-19.9% | $5,850-8.2% |
| Admin fee / account holder | $205 | $12,121-98.3% | $10,262-98.0% | $11,597-98.2% |