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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 | $175,212+88.9% | $149,682+121.1% | $139,427+137.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.17% | 166.63%-146.5pp | 134.35%-114.2pp | 373.27%-353.1pp |
| Employer contribution / active EE | $5,444 | $5,475-0.6% | $4,818+13.0% | $4,752+14.6% |
| Participant deferral / active EE | $6,412 | $6,520-1.7% | $5,681+12.9% | $6,711-4.5% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,404-99.9% |