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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 | $286,409 | $202,342+41.5% | $172,752+65.8% | $152,897+87.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 17.50% | 1029.83%-1012.3pp | 802.97%-785.5pp | 345.43%-327.9pp |
| Employer contribution / active EE | $8,971 | $5,858+53.2% | $5,144+74.4% | $4,764+88.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $143 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |