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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 | $256,646 | $150,446+70.6% | $136,297+88.3% | $147,585+73.9% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 15.32% | 1049.14%-1033.8pp | 5156.19%-5140.9pp | 578.58%-563.3pp |
| Employer contribution / active EE | $2,539 | $5,256-51.7% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $10,138 | $6,631+52.9% | $6,247+62.3% | $5,439+86.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |