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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 | $265,677 | $202,342+31.3% | $172,752+53.8% | $152,897+73.8% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 18.51% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,798 | $5,858-69.3% | $5,144-65.1% | $4,764-62.3% |
| Participant deferral / active EE | $5,991 | $5,948+0.7% | $5,198+15.3% | $5,851+2.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |