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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 | $347,667 | $196,972+76.5% | $182,262+90.8% | $198,609+75.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.07% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $5,720 | $5,364+6.6% | $5,046+13.4% | $5,055+13.1% |
| Participant deferral / active EE | $11,440 | $8,643+32.4% | $8,276+38.2% | $6,977+64.0% |
| Admin fee / account holder | $60 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |