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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 | $294,029 | $175,259+67.8% | $149,723+96.4% | $139,487+110.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.46% | 166.82%-143.4pp | 134.50%-111.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $6,709 | $5,478+22.5% | $4,821+39.2% | $4,755+41.1% |
| Participant deferral / active EE | $9,976 | $6,522+53.0% | $5,682+75.6% | $6,713+48.6% |
| Admin fee / account holder | $15 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |