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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 | $386,087 | $180,459+113.9% | $154,108+150.5% | $135,380+185.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.11% | 888.21%-875.1pp | 735.21%-722.1pp | 519.81%-506.7pp |
| Employer contribution / active EE | $6,695 | $6,035+10.9% | $5,298+26.4% | $4,779+40.1% |
| Participant deferral / active EE | $2,615 | $5,806-55.0% | $5,081-48.5% | $5,609-53.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |