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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 | $268,045 | $202,342+32.5% | $172,753+55.2% | $152,909+75.3% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 19.86% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $9,570 | $5,857+63.4% | $5,144+86.0% | $4,764+100.9% |
| Participant deferral / active EE | $5,827 | $5,948-2.0% | $5,198+12.1% | $5,851-0.4% |
| Admin fee / account holder | $58 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |