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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 | $303,076 | $217,432+39.4% | $185,849+63.1% | $167,536+80.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.66% | 148.42%-133.8pp | 122.10%-107.4pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,926 | $5,875-50.2% | $5,169-43.4% | $4,839-39.5% |
| Participant deferral / active EE | $11,053 | $6,357+73.9% | $5,569+98.5% | $6,342+74.3% |
| Admin fee / account holder | $173 | $19,818-99.1% | $16,244-98.9% | $12,315-98.6% |