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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 | $373,090 | $202,342+84.4% | $172,752+116.0% | $152,897+144.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.85% | 1029.83%-1013.0pp | 802.97%-786.1pp | 345.43%-328.6pp |
| Employer contribution / active EE | $8,760 | $5,858+49.5% | $5,144+70.3% | $4,764+83.9% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |