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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 | $356,334 | $209,888+69.8% | $189,545+88.0% | $167,553+112.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 748.66%-736.4pp | 555.36%-543.1pp | 478.89%-466.7pp |
| Employer contribution / active EE | $2,220 | $6,915-67.9% | $6,162-64.0% | $4,840-54.1% |
| Participant deferral / active EE | $4,969 | $8,934-44.4% | $8,220-39.6% | $6,343-21.7% |
| Admin fee / account holder | $16 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |