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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 | $294,940 | $148,582+98.5% | $135,942+117.0% | $139,456+111.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.33% | 79.26%-51.9pp | 68.28%-41.0pp | 373.45%-346.1pp |
| Employer contribution / active EE | $3,804 | $5,245-27.5% | $4,858-21.7% | $4,753-20.0% |
| Participant deferral / active EE | $15,239 | $8,101+88.1% | $7,759+96.4% | $6,711+127.1% |
| Admin fee / account holder | $127 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |