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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 | $273,925 | $175,259+56.3% | $149,723+83.0% | $139,487+96.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.06% | 166.82%-142.8pp | 134.50%-110.4pp | 373.84%-349.8pp |
| Employer contribution / active EE | $5,741 | $5,478+4.8% | $4,821+19.1% | $4,755+20.7% |
| Participant deferral / active EE | $8,499 | $6,522+30.3% | $5,682+49.6% | $6,713+26.6% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |