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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 | $302,147 | $184,000+64.2% | $162,185+86.3% | $152,909+97.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 22.17% | 150.80%-128.6pp | 115.61%-93.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $3,399 | $6,370-46.6% | $5,613-39.4% | $4,764-28.6% |
| Participant deferral / active EE | $13,095 | $8,033+63.0% | $7,297+79.5% | $5,851+123.8% |
| Admin fee / account holder | $13 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |