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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 | $258,399 | $202,342+27.7% | $172,752+49.6% | $152,897+69.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.61% | 1029.83%-1005.2pp | 802.97%-778.4pp | 345.43%-320.8pp |
| Employer contribution / active EE | $12,564 | $5,858+114.5% | $5,144+144.2% | $4,764+163.7% |
| Participant deferral / active EE | $8,215 | $5,948+38.1% | $5,198+58.1% | $5,851+40.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |