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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 | $291,601 | $165,399+76.3% | $149,745+94.7% | $158,982+83.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.14% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $9,569 | $5,105+87.5% | $4,646+106.0% | $4,763+100.9% |
| Participant deferral / active EE | $8,265 | $7,183+15.1% | $6,843+20.8% | $5,983+38.1% |
| Admin fee / account holder | $193 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |