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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 | $278,426 | $209,425+32.9% | $178,499+56.0% | $158,966+75.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.26% | 188.80%-182.5pp | 151.10%-144.8pp | 302.95%-296.7pp |
| Employer contribution / active EE | $11,682 | $5,707+104.7% | $5,011+133.1% | $4,762+145.3% |
| Participant deferral / active EE | $2,899 | $5,955-51.3% | $5,202-44.3% | $5,983-51.5% |
| Admin fee / account holder | $33 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |