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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 | $263,122 | $217,432+21.0% | $185,849+41.6% | $167,536+57.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.85% | 148.42%-135.6pp | 122.10%-109.2pp | 478.82%-466.0pp |
| Employer contribution / active EE | $8,320 | $5,875+41.6% | $5,169+61.0% | $4,839+71.9% |
| Participant deferral / active EE | $7,544 | $6,357+18.7% | $5,569+35.5% | $6,342+18.9% |
| Admin fee / account holder | $206 | $19,818-99.0% | $16,244-98.7% | $12,315-98.3% |