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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 | $488,357 | $227,291+114.9% | $214,702+127.5% | $155,188+214.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.31% | 60.08%-43.8pp | 54.55%-38.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $8,352 | $6,772+23.3% | $6,461+29.3% | $4,248+96.6% |
| Participant deferral / active EE | $3,352 | $9,582-65.0% | $9,147-63.3% | $6,531-48.7% |
| Admin fee / account holder | $28 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |