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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 | $261,089 | $165,399+57.9% | $149,745+74.4% | $158,982+64.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 12.95% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $12,935 | $5,105+153.4% | $4,646+178.4% | $4,763+171.6% |
| Participant deferral / active EE | $17,711 | $7,183+146.6% | $6,843+158.8% | $5,983+196.0% |
| Admin fee / account holder | $58 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |