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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 | $265,266 | $185,905+42.7% | $170,057+56.0% | $139,487+90.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 50.98% | 60.56%-9.6pp | 53.42%-2.4pp | 373.84%-322.9pp |
| Employer contribution / active EE | $11,944 | $7,597+57.2% | $6,790+75.9% | $4,755+151.2% |
| Participant deferral / active EE | $11,437 | $11,627-1.6% | $10,411+9.9% | $6,713+70.4% |
| Admin fee / account holder | $19 | $15,397-99.9% | $12,826-99.9% | $11,407-99.8% |