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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 | $267,358 | $202,342+32.1% | $172,752+54.8% | $152,897+74.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.35% | 1029.83%-1002.5pp | 802.97%-775.6pp | 345.43%-318.1pp |
| Employer contribution / active EE | $3,377 | $5,858-42.4% | $5,144-34.4% | $4,764-29.1% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |