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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 | $294,325 | $183,539+60.4% | $155,556+89.2% | $145,897+101.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $6,745 | $5,315+26.9% | $4,675+44.3% | $4,663+44.7% |
| Participant deferral / active EE | $15,160 | $6,467+134.4% | $5,631+169.2% | $6,689+126.6% |
| Admin fee / account holder | $16 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |