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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 | $862,198 | $197,637+336.3% | $177,848+384.8% | $158,982+442.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 285.92% | 58.77%+227.1pp | 48.33%+237.6pp | 302.99%-17.1pp |
| Employer contribution / active EE | $2,554 | $6,698-61.9% | $5,919-56.8% | $4,763-46.4% |
| Participant deferral / active EE | $12,692 | $8,405+51.0% | $7,714+64.5% | $5,983+112.1% |
| Admin fee / account holder | $15 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |