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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 | $265,543 | $157,276+68.8% | $141,177+88.1% | $152,885+73.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 16.40% | 64.33%-47.9pp | 71.40%-55.0pp | 345.39%-329.0pp |
| Employer contribution / active EE | $10,443 | $5,262+98.5% | $4,736+120.5% | $4,763+119.2% |
| Participant deferral / active EE | $16,717 | $7,110+135.1% | $6,710+149.1% | $5,851+185.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |