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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 | $285,363 | $217,432+31.2% | $185,849+53.5% | $167,536+70.3% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 19.67% | 148.42%-128.7pp | 122.10%-102.4pp | 478.82%-459.1pp |
| Employer contribution / active EE | $2,638 | $5,875-55.1% | $5,169-49.0% | $4,839-45.5% |
| Participant deferral / active EE | $5,641 | $6,357-11.3% | $5,569+1.3% | $6,342-11.1% |
| Admin fee / account holder | $54 | $19,818-99.7% | $16,244-99.7% | $12,315-99.6% |