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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 | $324,353 | $174,379+86.0% | $152,093+113.3% | $138,895+133.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.19% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $9,147 | $4,652+96.6% | $4,175+119.1% | $4,194+118.1% |
| Participant deferral / active EE | $21,917 | $6,159+255.8% | $5,451+302.0% | $6,396+242.7% |
| Admin fee / account holder | $189 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |