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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 | $260,537 | $202,342+28.8% | $172,752+50.8% | $152,897+70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.30% | 1029.83%-1013.5pp | 802.97%-786.7pp | 345.43%-329.1pp |
| Employer contribution / active EE | $18,609 | $5,858+217.7% | $5,144+261.8% | $4,764+290.7% |
| Participant deferral / active EE | $11,989 | $5,948+101.6% | $5,198+130.7% | $5,851+104.9% |
| Admin fee / account holder | $91 | $17,111-99.5% | $13,955-99.3% | $11,599-99.2% |