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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 | $1,049,474 | $202,342+418.7% | $172,752+507.5% | $152,897+586.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.94% | 1029.83%-1002.9pp | 802.97%-776.0pp | 345.43%-318.5pp |
| Employer contribution / active EE | $5,591 | $5,858-4.6% | $5,144+8.7% | $4,764+17.4% |
| Participant deferral / active EE | $5,961 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $173 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |