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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 | $306,659 | $180,749+69.7% | $160,784+90.7% | $137,256+123.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.61% | 2234.46%-2214.9pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $27,250 | $6,844+298.1% | $6,293+333.0% | $6,407+325.3% |
| Admin fee / account holder | $25 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |