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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 | $631,227 | $202,342+212.0% | $172,753+265.4% | $152,909+312.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.35% | 1029.88%-1001.5pp | 803.00%-774.6pp | 345.46%-317.1pp |
| Employer contribution / active EE | $10,385 | $5,857+77.3% | $5,144+101.9% | $4,764+118.0% |
| Participant deferral / active EE | $10,513 | $5,948+76.7% | $5,198+102.3% | $5,851+79.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |