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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 | $312,829 | $154,228+102.8% | $145,433+115.1% | $137,256+127.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 141.48% | 74.59%+66.9pp | 66.58%+74.9pp | 220.34%-78.9pp |
| Employer contribution / active EE | $3,738 | $4,804-22.2% | $4,554-17.9% | $4,156-10.1% |
| Participant deferral / active EE | $13,546 | $8,216+64.9% | $7,897+71.5% | $6,407+111.4% |
| Admin fee / account holder | $147 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |