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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 | $265,687 | $202,342+31.3% | $172,752+53.8% | $152,897+73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.35% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $5,444 | $5,858-7.1% | $5,144+5.8% | $4,764+14.3% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.5% | $5,851+224.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |