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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 | $303,008 | $209,425+44.7% | $178,499+69.8% | $158,966+90.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.64% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $9,578 | $5,707+67.8% | $5,011+91.1% | $4,762+101.1% |
| Participant deferral / active EE | $7,109 | $5,955+19.4% | $5,202+36.7% | $5,983+18.8% |
| Admin fee / account holder | $271 | $17,078-98.4% | $13,986-98.1% | $11,250-97.6% |