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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 | $272,508 | $183,539+48.5% | $155,556+75.2% | $145,897+86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,774 | $5,315-29.0% | $4,675-19.3% | $4,663-19.1% |
| Participant deferral / active EE | $11,381 | $6,467+76.0% | $5,631+102.1% | $6,689+70.1% |
| Admin fee / account holder | $277 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |