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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 | $378,398 | $183,592+106.1% | $155,574+143.2% | $145,877+159.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 48.84% | 61.37%-12.5pp | 64.87%-16.0pp | 551.28%-502.4pp |
| Employer contribution / active EE | $5,632 | $5,317+5.9% | $4,676+20.5% | $4,663+20.8% |
| Participant deferral / active EE | $8,818 | $6,466+36.4% | $5,629+56.6% | $6,691+31.8% |
| Admin fee / account holder | $195 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |