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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 | $261,490 | $209,425+24.9% | $178,499+46.5% | $158,966+64.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.34% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,219 | $5,707+26.5% | $5,011+44.1% | $4,762+51.6% |
| Participant deferral / active EE | $4,440 | $5,955-25.4% | $5,202-14.7% | $5,983-25.8% |
| Admin fee / account holder | $164 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |