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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 | $383,717 | $227,291+68.8% | $214,702+78.7% | $155,188+147.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 190.68% | 60.08%+130.6pp | 54.55%+136.1pp | 148.84%+41.8pp |
| Employer contribution / active EE | $1,569 | $6,772-76.8% | $6,461-75.7% | $4,248-63.1% |
| Participant deferral / active EE | $13,145 | $9,582+37.2% | $9,147+43.7% | $6,531+101.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |