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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 | $302,826 | $183,592+64.9% | $155,574+94.7% | $145,877+107.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 21.47% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $3,131 | $5,317-41.1% | $4,676-33.0% | $4,663-32.8% |
| Participant deferral / active EE | $5,908 | $6,466-8.6% | $5,629+5.0% | $6,691-11.7% |
| Admin fee / account holder | $17 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |