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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 | $256,996 | $175,257+46.6% | $149,717+71.7% | $139,456+84.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.08% | 166.70%-149.6pp | 134.41%-117.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $6,729 | $5,477+22.9% | $4,820+39.6% | $4,753+41.6% |
| Participant deferral / active EE | $8,818 | $6,521+35.2% | $5,682+55.2% | $6,711+31.4% |
| Admin fee / account holder | $8 | $16,156-100.0% | $13,213-99.9% | $11,407-99.9% |