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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 | $341,377 | $178,174+91.6% | $156,181+118.6% | $137,256+148.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 262.63% | 84.19%+178.4pp | 64.87%+197.8pp | 220.34%+42.3pp |
| Employer contribution / active EE | $1,990 | $4,972-60.0% | $4,294-53.6% | $4,156-52.1% |
| Participant deferral / active EE | $2,144 | $6,888-68.9% | $6,132-65.0% | $6,407-66.5% |
| Admin fee / account holder | $39 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |