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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 | $252,115 | $180,749+39.5% | $160,784+56.8% | $137,256+83.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.81% | 2234.46%-2215.7pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,580 | $4,155+58.4% | $3,733+76.3% | $4,156+58.3% |
| Participant deferral / active EE | $13,488 | $6,844+97.1% | $6,293+114.3% | $6,407+110.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |