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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 | $280,242 | $183,592+52.6% | $155,574+80.1% | $145,877+92.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.51% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $7,355 | $5,317+38.3% | $4,676+57.3% | $4,663+57.7% |
| Participant deferral / active EE | $13,317 | $6,466+105.9% | $5,629+136.6% | $6,691+99.0% |
| Admin fee / account holder | $109 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |