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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 | $265,101 | $169,336+56.6% | $129,384+104.9% | $145,884+81.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.04% | 14408.70%-14373.7pp | 9461.77%-9426.7pp | 551.85%-516.8pp |
| Employer contribution / active EE | $20,700 | $5,540+273.7% | $4,153+398.4% | $4,662+344.0% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |