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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 | $259,603 | $178,174+45.7% | $156,181+66.2% | $137,256+89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.32% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,172 | $4,972-56.3% | $4,294-49.4% | $4,156-47.7% |
| Participant deferral / active EE | $12,864 | $6,888+86.8% | $6,132+109.8% | $6,407+100.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |