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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 | $270,495 | $227,399+19.0% | $189,758+42.5% | $198,609+36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.46% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $10,672 | $5,526+93.1% | $4,767+123.9% | $5,055+111.1% |
| Participant deferral / active EE | $8,022 | $6,837+17.3% | $5,856+37.0% | $6,977+15.0% |
| Admin fee / account holder | $94 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |