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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 | $770,872 | $202,342+281.0% | $172,753+346.2% | $152,909+404.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 15.46% | 1029.88%-1014.4pp | 803.00%-787.5pp | 345.46%-330.0pp |
| Employer contribution / active EE | $11,345 | $5,857+93.7% | $5,144+120.6% | $4,764+138.2% |
| Participant deferral / active EE | $7,239 | $5,948+21.7% | $5,198+39.3% | $5,851+23.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |