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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 | $269,767 | $172,111+56.7% | $150,298+79.5% | $137,256+96.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.73% | 69.37%-48.6pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $16,431 | $4,636+254.4% | $4,154+295.5% | $4,156+295.4% |
| Participant deferral / active EE | $6,957 | $6,166+12.8% | $5,453+27.6% | $6,407+8.6% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |