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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 | $388,146 | $175,231+121.5% | $149,696+159.3% | $139,466+178.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.95% | 166.77%-129.8pp | 134.46%-97.5pp | 373.66%-336.7pp |
| Employer contribution / active EE | $5,566 | $5,478+1.6% | $4,821+15.5% | $4,754+17.1% |
| Participant deferral / active EE | $20,000 | $6,521+206.7% | $5,682+252.0% | $6,712+198.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |