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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 | $298,759 | $171,867+73.8% | $149,716+99.6% | $147,585+102.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.76% | 2113.36%-2090.6pp | 1501.67%-1478.9pp | 578.58%-555.8pp |
| Employer contribution / active EE | $9,283 | $6,275+48.0% | $5,444+70.5% | $4,876+90.4% |
| Participant deferral / active EE | $8,663 | $7,270+19.2% | $6,568+31.9% | $5,439+59.3% |
| Admin fee / account holder | $197 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |