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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 | $255,674 | $165,399+54.6% | $149,745+70.7% | $158,982+60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 100.21% | 348.34%-248.1pp | 276.72%-176.5pp | 302.99%-202.8pp |
| Employer contribution / active EE | $18,091 | $5,105+254.4% | $4,646+289.4% | $4,763+279.8% |
| Participant deferral / active EE | $18,130 | $7,183+152.4% | $6,843+164.9% | $5,983+203.0% |
| Admin fee / account holder | $1 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |