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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 | $278,683 | $202,342+37.7% | $172,752+61.3% | $152,897+82.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 20.25% | 1029.83%-1009.6pp | 802.97%-782.7pp | 345.43%-325.2pp |
| Employer contribution / active EE | $6,668 | $5,858+13.8% | $5,144+29.6% | $4,764+40.0% |
| Participant deferral / active EE | $5,792 | $5,948-2.6% | $5,198+11.4% | $5,851-1.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |