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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 | $286,124 | $197,637+44.8% | $177,848+60.9% | $158,982+80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 48.91% | 58.77%-9.9pp | 48.33%+0.6pp | 302.99%-254.1pp |
| Employer contribution / active EE | $21,690 | $6,698+223.8% | $5,919+266.5% | $4,763+355.4% |
| Participant deferral / active EE | $12,750 | $8,405+51.7% | $7,714+65.3% | $5,983+113.1% |
| Admin fee / account holder | $9 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |