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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 | $265,278 | $165,351+60.4% | $149,710+77.2% | $158,931+66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.68% | 348.19%-324.5pp | 276.63%-252.9pp | 302.86%-279.2pp |
| Employer contribution / active EE | $14,456 | $5,103+183.3% | $4,645+211.2% | $4,761+203.6% |
| Participant deferral / active EE | $14,024 | $7,181+95.3% | $6,842+105.0% | $5,982+134.4% |
| Admin fee / account holder | $21 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |