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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 | $259,159 | $183,516+41.2% | $155,534+66.6% | $145,884+77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $19,554 | $5,315+267.9% | $4,675+318.3% | $4,662+319.4% |
| Participant deferral / active EE | $19,125 | $6,467+195.8% | $5,630+239.7% | $6,690+185.9% |
| Admin fee / account holder | $97 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |