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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 | $283,418 | $225,673+25.6% | $203,872+39.0% | $155,188+82.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.93% | 95.91%-81.0pp | 85.11%-70.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $5,824 | $4,099+42.1% | $3,757+55.0% | $4,248+37.1% |
| Participant deferral / active EE | $12,591 | $6,893+82.7% | $6,388+97.1% | $6,531+92.8% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |