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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 | $305,270 | $209,428+45.8% | $178,498+71.0% | $158,950+92.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.74% | 188.78%-176.0pp | 151.09%-138.4pp | 302.91%-290.2pp |
| Employer contribution / active EE | $5,901 | $5,707+3.4% | $5,011+17.8% | $4,762+23.9% |
| Participant deferral / active EE | $6,195 | $5,955+4.0% | $5,202+19.1% | $5,983+3.5% |
| Admin fee / account holder | $201 | $17,077-98.8% | $13,985-98.6% | $11,248-98.2% |