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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 | $263,802 | $198,461+32.9% | $170,436+54.8% | $147,585+78.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.15% | 257.30%-247.1pp | 205.94%-195.8pp | 578.57%-568.4pp |
| Employer contribution / active EE | $6,041 | $6,184-2.3% | $5,433+11.2% | $4,876+23.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |