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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 | $405,663 | $209,425+93.7% | $178,499+127.3% | $158,966+155.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.99% | 188.80%-163.8pp | 151.10%-126.1pp | 302.95%-278.0pp |
| Employer contribution / active EE | $2,607 | $5,707-54.3% | $5,011-48.0% | $4,762-45.3% |
| Participant deferral / active EE | $13,407 | $5,955+125.1% | $5,202+157.7% | $5,983+124.1% |
| Admin fee / account holder | $282 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |