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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 | $275,461 | $157,296+75.1% | $141,191+95.1% | $152,897+80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.61% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $8,436 | $5,262+60.3% | $4,736+78.1% | $4,764+77.1% |
| Participant deferral / active EE | $7,297 | $7,111+2.6% | $6,710+8.8% | $5,851+24.7% |
| Admin fee / account holder | $160 | $12,125-98.7% | $10,264-98.4% | $11,599-98.6% |