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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 | $383,717 | $212,386+80.7% | $199,883+92.0% | $138,895+176.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 190.68% | 47.75%+142.9pp | 43.81%+146.9pp | 145.39%+45.3pp |
| Employer contribution / active EE | $1,569 | $6,625-76.3% | $6,261-74.9% | $4,194-62.6% |
| Participant deferral / active EE | $13,145 | $9,617+36.7% | $9,138+43.8% | $6,396+105.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |