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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 | $280,734 | $185,312+51.5% | $161,489+73.8% | $154,746+81.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.29% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $9,476 | $4,769+98.7% | $4,268+122.0% | $4,379+116.4% |
| Participant deferral / active EE | $17,434 | $6,350+174.6% | $5,630+209.7% | $6,730+159.0% |
| Admin fee / account holder | $134 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |