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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 | $254,586 | $196,972+29.2% | $182,262+39.7% | $198,609+28.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.61% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $13,539 | $5,364+152.4% | $5,046+168.3% | $5,055+167.8% |
| Participant deferral / active EE | $15,961 | $8,643+84.7% | $8,276+92.8% | $6,977+128.8% |
| Admin fee / account holder | $57 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |