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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 | $351,522 | $183,539+91.5% | $155,556+126.0% | $145,897+140.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.29% | 61.31%-41.0pp | 64.84%-44.5pp | 552.29%-532.0pp |
| Employer contribution / active EE | $7,806 | $5,315+46.9% | $4,675+66.9% | $4,663+67.4% |
| Participant deferral / active EE | $6,565 | $6,467+1.5% | $5,631+16.6% | $6,689-1.9% |
| Admin fee / account holder | $161 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |