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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 | $269,181 | $212,386+26.7% | $199,883+34.7% | $138,895+93.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.51% | 47.75%-36.2pp | 43.81%-32.3pp | 145.39%-133.9pp |
| Employer contribution / active EE | $7,590 | $6,625+14.6% | $6,261+21.2% | $4,194+81.0% |
| Participant deferral / active EE | $15,593 | $9,617+62.1% | $9,138+70.6% | $6,396+143.8% |
| Admin fee / account holder | $18 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |