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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 | $351,742 | $180,749+94.6% | $160,784+118.8% | $137,256+156.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.47% | 2234.46%-2217.0pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $32,706 | $4,155+687.1% | $3,733+776.2% | $4,156+687.0% |
| Participant deferral / active EE | $18,253 | $6,844+166.7% | $6,293+190.1% | $6,407+184.9% |
| Admin fee / account holder | $214 | $10,397-97.9% | $9,717-97.8% | $12,270-98.3% |