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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 | $308,810 | $148,623+107.8% | $135,974+127.1% | $139,466+121.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.13% | 79.30%-55.2pp | 68.30%-44.2pp | 373.66%-349.5pp |
| Employer contribution / active EE | $3,049 | $5,246-41.9% | $4,859-37.2% | $4,754-35.9% |
| Participant deferral / active EE | $5,192 | $8,103-35.9% | $7,760-33.1% | $6,712-22.6% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |