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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 | $294,780 | $217,432+35.6% | $185,849+58.6% | $167,536+76.0% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.25% | 148.42%-137.2pp | 122.10%-110.8pp | 478.82%-467.6pp |
| Employer contribution / active EE | $11,265 | $5,875+91.8% | $5,169+118.0% | $4,839+132.8% |
| Participant deferral / active EE | $6,779 | $6,357+6.6% | $5,569+21.7% | $6,342+6.9% |
| Admin fee / account holder | -$372 | $19,818-101.9% | $16,244-102.3% | $12,315-103.0% |