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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 | $313,486 | $96,388+225.2% | $80,627+288.8% | $139,466+124.8% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 17.57% | 1352.08%-1334.5pp | 936.76%-919.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,445 | $3,260-25.0% | $2,723-10.2% | $4,754-48.6% |
| Participant deferral / active EE | $6,999 | $5,224+34.0% | $4,443+57.5% | $6,712+4.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |