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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 | $291,446 | $209,847+38.9% | $189,520+53.8% | $167,518+74.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 11.38% | 748.45%-737.1pp | 555.25%-543.9pp | 478.71%-467.3pp |
| Employer contribution / active EE | $5,508 | $6,913-20.3% | $6,161-10.6% | $4,838+13.8% |
| Participant deferral / active EE | $8,878 | $8,934-0.6% | $8,220+8.0% | $6,342+40.0% |
| Admin fee / account holder | $50 | $14,295-99.7% | $12,046-99.6% | $12,312-99.6% |