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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 | $412,687 | $148,582+177.8% | $135,942+203.6% | $139,456+195.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.85% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $8,234 | $5,245+57.0% | $4,858+69.5% | $4,753+73.2% |
| Participant deferral / active EE | $16,050 | $8,101+98.1% | $7,759+106.9% | $6,711+139.1% |
| Admin fee / account holder | $40 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |