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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 | $270,636 | $162,136+66.9% | $152,301+77.7% | $154,746+74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.66% | 91.02%-68.4pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,895 | $4,890-40.8% | $4,624-37.4% | $4,379-33.9% |
| Participant deferral / active EE | $15,389 | $8,341+84.5% | $8,004+92.3% | $6,730+128.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |