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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 | $412,171 | $202,345+103.7% | $172,755+138.6% | $152,885+169.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 25.87% | 1029.77%-1003.9pp | 802.94%-777.1pp | 345.39%-319.5pp |
| Employer contribution / active EE | $10,267 | $5,858+75.3% | $5,144+99.6% | $4,763+115.5% |
| Participant deferral / active EE | $10,210 | $5,948+71.6% | $5,198+96.4% | $5,851+74.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |