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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 | $183,592+91.5% | $155,567+126.0% | $145,959+140.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.29% | 61.24%-40.9pp | 64.74%-44.4pp | 561.95%-541.7pp |
| Employer contribution / active EE | $7,806 | $5,315+46.9% | $4,674+67.0% | $4,661+67.5% |
| Participant deferral / active EE | $6,565 | $6,464+1.6% | $5,628+16.7% | $6,689-1.8% |
| Admin fee / account holder | $161 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |