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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 | $251,246 | $217,432+15.6% | $185,849+35.2% | $167,536+50.0% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 20.02% | 148.42%-128.4pp | 122.10%-102.1pp | 478.82%-458.8pp |
| Employer contribution / active EE | $21,521 | $5,875+266.3% | $5,169+316.4% | $4,839+344.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $287 | $19,818-98.6% | $16,244-98.2% | $12,315-97.7% |