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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 | $275,486 | $166,089+65.9% | $164,928+67.0% | $145,978+88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.13% | 100.26%-80.1pp | 70.08%-49.9pp | 550.52%-530.4pp |
| Employer contribution / active EE | $13,921 | $5,276+163.8% | $4,343+220.5% | $4,662+198.6% |
| Participant deferral / active EE | $9,407 | $6,961+35.1% | $6,034+55.9% | $6,690+40.6% |
| Admin fee / account holder | $211 | $16,641-98.7% | $12,684-98.3% | $13,400-98.4% |