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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 | $318,809 | $202,342+57.6% | $172,753+84.5% | $152,909+108.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 12.64% | 1029.88%-1017.2pp | 803.00%-790.4pp | 345.46%-332.8pp |
| Employer contribution / active EE | $2,834 | $5,857-51.6% | $5,144-44.9% | $4,764-40.5% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,851-5.1% |
| Admin fee / account holder | $97 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |