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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 | $1,230,368 | $202,342+508.1% | $172,753+612.2% | $152,909+704.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 45.04% | 1029.88%-984.8pp | 803.00%-758.0pp | 345.46%-300.4pp |
| Employer contribution / active EE | $2,761 | $5,857-52.9% | $5,144-46.3% | $4,764-42.0% |
| Participant deferral / active EE | $7,847 | $5,948+31.9% | $5,198+51.0% | $5,851+34.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |