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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 | $289,992 | $198,457+46.1% | $170,435+70.1% | $147,586+96.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.15% | 257.30%-235.2pp | 205.94%-183.8pp | 578.59%-556.4pp |
| Employer contribution / active EE | $2,056 | $6,183-66.7% | $5,432-62.2% | $4,876-57.8% |
| Participant deferral / active EE | $4,768 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $233 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |