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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 | $317,088 | $227,291+39.5% | $214,702+47.7% | $155,188+104.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.52% | 60.08%-46.6pp | 54.55%-41.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $13,107 | $6,772+93.5% | $6,461+102.9% | $4,248+208.5% |
| Participant deferral / active EE | $7,627 | $9,582-20.4% | $9,147-16.6% | $6,531+16.8% |
| Admin fee / account holder | $30 | $20,413-99.9% | $19,830-99.8% | $14,480-99.8% |