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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 | $284,136 | $198,457+43.2% | $170,435+66.7% | $147,586+92.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.77% | 257.30%-241.5pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,523 | $6,183-10.7% | $5,432+1.7% | $4,876+13.3% |
| Participant deferral / active EE | $6,653 | $5,629+18.2% | $4,939+34.7% | $5,439+22.3% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |