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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 | $261,435 | $209,425+24.8% | $178,499+46.5% | $158,966+64.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.48% | 188.80%-165.3pp | 151.10%-127.6pp | 302.95%-279.5pp |
| Employer contribution / active EE | $6,357 | $5,707+11.4% | $5,011+26.9% | $4,762+33.5% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $13 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |