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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 | $379,590 | $209,874+80.9% | $189,537+100.3% | $167,536+126.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.67% | 748.61%-719.9pp | 555.34%-526.7pp | 478.82%-450.1pp |
| Employer contribution / active EE | $28,875 | $6,913+317.7% | $6,161+368.7% | $4,839+496.7% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,342+207.5% |
| Admin fee / account holder | $91 | $14,299-99.4% | $12,048-99.2% | $12,315-99.3% |