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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 | $185,312+75.4% | $161,489+101.2% | $154,746+110.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $7,136 | $4,769+49.6% | $4,268+67.2% | $4,379+63.0% |
| Participant deferral / active EE | $24,834 | $6,350+291.1% | $5,630+341.1% | $6,730+269.0% |
| Admin fee / account holder | -$256 | $18,654-101.4% | $16,006-101.6% | $14,365-101.8% |