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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 | $275,497 | $166,268+65.7% | $165,100+66.9% | $145,897+88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.94% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $7,107 | $5,284+34.5% | $4,348+63.4% | $4,663+52.4% |
| Participant deferral / active EE | $4,500 | $6,964-35.4% | $6,035-25.4% | $6,689-32.7% |
| Admin fee / account holder | $97 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |