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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 | $275,187 | $183,627+49.9% | $155,602+76.9% | $145,978+88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $11,792 | $5,316+121.8% | $4,675+152.2% | $4,662+152.9% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,690+82.4% |
| Admin fee / account holder | $19 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |