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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 | $331,933 | $202,345+64.0% | $172,755+92.1% | $152,885+117.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.50% | 1029.77%-1001.3pp | 802.94%-774.4pp | 345.39%-316.9pp |
| Employer contribution / active EE | $14,125 | $5,858+141.1% | $5,144+174.6% | $4,763+196.6% |
| Participant deferral / active EE | $8,975 | $5,948+50.9% | $5,198+72.7% | $5,851+53.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |