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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 | $330,968 | $175,259+88.8% | $149,723+121.1% | $139,487+137.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.17% | 166.82%-146.7pp | 134.50%-114.3pp | 373.84%-353.7pp |
| Employer contribution / active EE | $5,444 | $5,478-0.6% | $4,821+12.9% | $4,755+14.5% |
| Participant deferral / active EE | $6,412 | $6,522-1.7% | $5,682+12.8% | $6,713-4.5% |
| Admin fee / account holder | $6 | $16,158-100.0% | $13,215-100.0% | $11,407-99.9% |