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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 | $267,015 | $217,432+22.8% | $185,849+43.7% | $167,536+59.4% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 19.91% | 148.42%-128.5pp | 122.10%-102.2pp | 478.82%-458.9pp |
| Employer contribution / active EE | $2,461 | $5,875-58.1% | $5,169-52.4% | $4,839-49.1% |
| Participant deferral / active EE | $5,383 | $6,357-15.3% | $5,569-3.3% | $6,342-15.1% |
| Admin fee / account holder | $270 | $19,818-98.6% | $16,244-98.3% | $12,315-97.8% |