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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 | $337,718 | $202,345+66.9% | $172,755+95.5% | $152,885+120.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.57% | 1029.77%-1009.2pp | 802.94%-782.4pp | 345.39%-324.8pp |
| Employer contribution / active EE | $5,273 | $5,858-10.0% | $5,144+2.5% | $4,763+10.7% |
| Participant deferral / active EE | $9,921 | $5,948+66.8% | $5,198+90.9% | $5,851+69.6% |
| Admin fee / account holder | $58 | $17,111-99.7% | $13,955-99.6% | $11,598-99.5% |