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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 | $304,582 | $183,592+65.9% | $155,567+95.8% | $145,959+108.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.05% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,418 | $5,315-54.5% | $4,674-48.3% | $4,661-48.1% |
| Participant deferral / active EE | $7,058 | $6,464+9.2% | $5,628+25.4% | $6,689+5.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |