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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 | $267,512 | $157,296+70.1% | $141,191+89.5% | $152,897+75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.96% | 64.34%-44.4pp | 71.41%-51.4pp | 345.43%-325.5pp |
| Employer contribution / active EE | $5,607 | $5,262+6.5% | $4,736+18.4% | $4,764+17.7% |
| Participant deferral / active EE | $11,084 | $7,111+55.9% | $6,710+65.2% | $5,851+89.4% |
| Admin fee / account holder | $26 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |