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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 | $185,312+46.0% | $161,489+67.5% | $154,746+74.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.46% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $10,672 | $4,769+123.8% | $4,268+150.0% | $4,379+143.7% |
| Participant deferral / active EE | $8,022 | $6,350+26.3% | $5,630+42.5% | $6,730+19.2% |
| Admin fee / account holder | $94 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |