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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 | $318,716 | $197,637+61.3% | $177,848+79.2% | $158,982+100.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.98% | 58.77%-45.8pp | 48.33%-35.3pp | 302.99%-290.0pp |
| Employer contribution / active EE | $16,459 | $6,698+145.7% | $5,919+178.1% | $4,763+245.6% |
| Participant deferral / active EE | $14,234 | $8,405+69.4% | $7,714+84.5% | $5,983+137.9% |
| Admin fee / account holder | $162 | $15,406-98.9% | $12,431-98.7% | $11,252-98.6% |