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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 | $306,304 | $183,592+66.8% | $155,574+96.9% | $145,877+110.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.63% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $5,606 | $5,317+5.4% | $4,676+19.9% | $4,663+20.2% |
| Participant deferral / active EE | $3,271 | $6,466-49.4% | $5,629-41.9% | $6,691-51.1% |
| Admin fee / account holder | $150 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |