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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 | $271,739 | $209,425+29.8% | $178,499+52.2% | $158,966+70.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 68.00% | 188.80%-120.8pp | 151.10%-83.1pp | 302.95%-235.0pp |
| Employer contribution / active EE | $3,337 | $5,707-41.5% | $5,011-33.4% | $4,762-29.9% |
| Participant deferral / active EE | $7,100 | $5,955+19.2% | $5,202+36.5% | $5,983+18.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |