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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 | $258,092 | $127,387+102.6% | $115,038+124.4% | $125,389+105.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1676.81% | 31.28%+1645.5pp | 26.14%+1650.7pp | 282.24%+1394.6pp |
| Employer contribution / active EE | $2,988 | $5,166-42.2% | $4,608-35.2% | $4,866-38.6% |
| Participant deferral / active EE | $6,625 | $6,423+3.1% | $6,026+9.9% | $5,352+23.8% |
| Admin fee / account holder | $184 | $9,516-98.1% | $8,175-97.7% | $9,541-98.1% |