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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 | $302,826 | $183,516+65.0% | $155,534+94.7% | $145,884+107.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 21.47% | 61.43%-40.0pp | 64.92%-43.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $3,131 | $5,315-41.1% | $4,675-33.0% | $4,662-32.8% |
| Participant deferral / active EE | $5,908 | $6,467-8.6% | $5,630+4.9% | $6,690-11.7% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |