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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 | $349,065 | $185,883+87.8% | $170,043+105.3% | $139,466+150.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.09% | 60.54%-38.5pp | 53.40%-31.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $10,159 | $7,596+33.7% | $6,790+49.6% | $4,754+113.7% |
| Participant deferral / active EE | $16,130 | $11,626+38.7% | $10,410+54.9% | $6,712+140.3% |
| Admin fee / account holder | $18 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |