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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 | $291,571 | $209,840+38.9% | $189,517+53.8% | $167,497+74.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 748.35%-738.3pp | 555.19%-545.1pp | 478.62%-468.5pp |
| Employer contribution / active EE | $15,338 | $6,914+121.8% | $6,162+148.9% | $4,838+217.0% |
| Participant deferral / active EE | $15,688 | $8,935+75.6% | $8,221+90.8% | $6,341+147.4% |
| Admin fee / account holder | $35 | $14,294-99.8% | $12,045-99.7% | $12,310-99.7% |