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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 | $459,281 | $202,342+127.0% | $172,753+165.9% | $152,909+200.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.88% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,858 | $5,857-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $2,200 | $5,948-63.0% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $102 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |