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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 | $256,752 | $166,268+54.4% | $165,100+55.5% | $145,897+76.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 21.58% | 100.52%-78.9pp | 70.21%-48.6pp | 552.29%-530.7pp |
| Employer contribution / active EE | $4,443 | $5,284-15.9% | $4,348+2.2% | $4,663-4.7% |
| Participant deferral / active EE | $12,953 | $6,964+86.0% | $6,035+114.6% | $6,689+93.6% |
| Admin fee / account holder | $46 | $16,659-99.7% | $12,696-99.6% | $13,390-99.7% |