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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 | $314,234 | $160,059+96.3% | $140,019+124.4% | $135,380+132.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.22% | 911.48%-910.3pp | 651.17%-649.9pp | 519.81%-518.6pp |
| Employer contribution / active EE | $9,827 | $6,420+53.1% | $5,605+75.3% | $4,779+105.6% |
| Participant deferral / active EE | $10,943 | $7,641+43.2% | $6,927+58.0% | $5,609+95.1% |
| Admin fee / account holder | $275 | $13,328-97.9% | $10,705-97.4% | $10,828-97.5% |