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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 | $324,970 | $227,399+42.9% | $189,758+71.3% | $198,609+63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.93% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $7,136 | $5,526+29.1% | $4,767+49.7% | $5,055+41.2% |
| Participant deferral / active EE | $24,834 | $6,837+263.2% | $5,856+324.1% | $6,977+256.0% |
| Admin fee / account holder | -$256 | $25,162-101.0% | $20,388-101.3% | $19,030-101.3% |