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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 | $486,791 | $202,342+140.6% | $172,753+181.8% | $152,909+218.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.15% | 1029.88%-1007.7pp | 803.00%-780.9pp | 345.46%-323.3pp |
| Employer contribution / active EE | $8,913 | $5,857+52.2% | $5,144+73.3% | $4,764+87.1% |
| Participant deferral / active EE | $7,311 | $5,948+22.9% | $5,198+40.7% | $5,851+24.9% |
| Admin fee / account holder | $1 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |