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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 | $351,476 | $202,342+73.7% | $172,753+103.5% | $152,909+129.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 19.49% | 1029.88%-1010.4pp | 803.00%-783.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $9,161 | $5,857+56.4% | $5,144+78.1% | $4,764+92.3% |
| Participant deferral / active EE | $5,637 | $5,948-5.2% | $5,198+8.5% | $5,851-3.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |