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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 | $321,388 | $176,120+82.5% | $159,487+101.5% | $167,553+91.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.22% | 331.95%-319.7pp | 263.71%-251.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $6,842 | $5,299+29.1% | $4,831+41.6% | $4,840+41.4% |
| Participant deferral / active EE | $13,459 | $7,752+73.6% | $7,354+83.0% | $6,343+112.2% |
| Admin fee / account holder | $52 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |