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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 | $261,572 | $157,276+66.3% | $141,177+85.3% | $152,885+71.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 26.02% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $5,940 | $5,262+12.9% | $4,736+25.4% | $4,763+24.7% |
| Participant deferral / active EE | $9,980 | $7,110+40.4% | $6,710+48.7% | $5,851+70.6% |
| Admin fee / account holder | $10 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |