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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 | $282,770 | $171,867+64.5% | $149,721+88.9% | $147,586+91.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.41% | 2113.36%-2084.0pp | 1501.67%-1472.3pp | 578.59%-549.2pp |
| Employer contribution / active EE | $7,787 | $6,275+24.1% | $5,444+43.0% | $4,876+59.7% |
| Participant deferral / active EE | $21,224 | $7,270+191.9% | $6,568+223.1% | $5,439+290.2% |
| Admin fee / account holder | $169 | $13,799-98.8% | $11,282-98.5% | $10,886-98.5% |