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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 | $406,077 | $209,847+93.5% | $189,520+114.3% | $167,518+142.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 748.45%-736.4pp | 555.25%-543.2pp | 478.71%-466.7pp |
| Employer contribution / active EE | $6,306 | $6,913-8.8% | $6,161+2.3% | $4,838+30.3% |
| Participant deferral / active EE | $21,253 | $8,934+137.9% | $8,220+158.5% | $6,342+235.1% |
| Admin fee / account holder | $292 | $14,295-98.0% | $12,046-97.6% | $12,312-97.6% |