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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 | $263,284 | $160,059+64.5% | $140,019+88.0% | $135,380+94.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.75% | 911.48%-906.7pp | 651.17%-646.4pp | 519.81%-515.1pp |
| Employer contribution / active EE | $4,058 | $6,420-36.8% | $5,605-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $10,075 | $7,641+31.9% | $6,927+45.5% | $5,609+79.6% |
| Admin fee / account holder | $129 | $13,328-99.0% | $10,705-98.8% | $10,828-98.8% |