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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 | $255,980 | $100,895+153.7% | $90,430+183.1% | $158,950+61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.29% | 1725.54%-1709.3pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $16,724 | $3,689+353.4% | $3,262+412.7% | $4,762+251.2% |
| Participant deferral / active EE | $6,857 | $4,347+57.7% | $3,963+73.0% | $5,983+14.6% |
| Admin fee / account holder | $54 | $6,505-99.2% | $5,613-99.0% | $11,248-99.5% |