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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 | $336,331 | $183,592+83.2% | $155,574+116.2% | $145,877+130.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.24% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $6,092 | $5,317+14.6% | $4,676+30.3% | $4,663+30.6% |
| Participant deferral / active EE | $9,093 | $6,466+40.6% | $5,629+61.5% | $6,691+35.9% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |