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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 | $294,101 | $162,136+81.4% | $152,301+93.1% | $154,746+90.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.38% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $5,617 | $4,890+14.9% | $4,624+21.5% | $4,379+28.3% |
| Participant deferral / active EE | $13,830 | $8,341+65.8% | $8,004+72.8% | $6,730+105.5% |
| Admin fee / account holder | $166 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |