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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 | $303,491 | $183,516+65.4% | $155,534+95.1% | $145,884+108.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.30% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $11,081 | $5,315+108.5% | $4,675+137.0% | $4,662+137.7% |
| Participant deferral / active EE | $5,295 | $6,467-18.1% | $5,630-6.0% | $6,690-20.9% |
| Admin fee / account holder | $225 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |