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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 | $269,497 | $196,972+36.8% | $182,262+47.9% | $198,609+35.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.64% | 158.27%-142.6pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,740 | $5,364-48.9% | $5,046-45.7% | $5,055-45.8% |
| Participant deferral / active EE | $19,963 | $8,643+131.0% | $8,276+141.2% | $6,977+186.1% |
| Admin fee / account holder | $40 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |