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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 | $297,766 | $209,422+42.2% | $178,503+66.8% | $158,982+87.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.74% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $8,151 | $5,707+42.8% | $5,011+62.7% | $4,763+71.1% |
| Participant deferral / active EE | $7,508 | $5,955+26.1% | $5,202+44.3% | $5,983+25.5% |
| Admin fee / account holder | $6 | $17,079-100.0% | $13,987-100.0% | $11,252-99.9% |