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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 | $345,704 | $197,625+74.9% | $177,840+94.4% | $158,966+117.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.94% | 58.76%-38.8pp | 48.32%-28.4pp | 302.95%-283.0pp |
| Employer contribution / active EE | $15,002 | $6,698+124.0% | $5,919+153.5% | $4,762+215.0% |
| Participant deferral / active EE | $9,390 | $8,405+11.7% | $7,714+21.7% | $5,983+56.9% |
| Admin fee / account holder | $3 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |