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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 | $260,757 | $148,582+75.5% | $135,942+91.8% | $139,456+87.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 16.83% | 79.26%-62.4pp | 68.28%-51.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $6,620 | $5,245+26.2% | $4,858+36.3% | $4,753+39.3% |
| Participant deferral / active EE | $8,326 | $8,101+2.8% | $7,759+7.3% | $6,711+24.1% |
| Admin fee / account holder | $13 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |