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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 | $280,124 | $160,028+75.0% | $147,080+90.5% | $145,884+92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,666 | $5,286-30.6% | $4,933-25.7% | $4,662-21.4% |
| Participant deferral / active EE | $17,476 | $8,422+107.5% | $8,066+116.7% | $6,690+161.2% |
| Admin fee / account holder | $130 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |