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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 | $299,214 | $176,120+69.9% | $159,487+87.6% | $167,553+78.6% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.36% | 331.95%-317.6pp | 263.71%-249.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $7,032 | $5,299+32.7% | $4,831+45.5% | $4,840+45.3% |
| Participant deferral / active EE | $15,000 | $7,752+93.5% | $7,354+104.0% | $6,343+136.5% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |