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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 | $302,082 | $198,457+52.2% | $170,435+77.2% | $147,586+104.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.77% | 257.30%-244.5pp | 205.94%-193.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,731 | $5,629+19.6% | $4,939+36.3% | $5,439+23.8% |
| Admin fee / account holder | $189 | $16,852-98.9% | $13,881-98.6% | $10,886-98.3% |