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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 | $322,609 | $227,291+41.9% | $214,702+50.3% | $155,188+107.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.82% | 60.08%-46.3pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $13,280 | $6,772+96.1% | $6,461+105.5% | $4,248+212.6% |
| Participant deferral / active EE | $11,513 | $9,582+20.1% | $9,147+25.9% | $6,531+76.3% |
| Admin fee / account holder | $5 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |