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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 | $317,388 | $160,028+98.3% | $147,080+115.8% | $145,884+117.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.69% | 98.60%-74.9pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $6,227 | $5,286+17.8% | $4,933+26.2% | $4,662+33.6% |
| Participant deferral / active EE | $11,562 | $8,422+37.3% | $8,066+43.3% | $6,690+72.8% |
| Admin fee / account holder | $176 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |