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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 | $327,969 | $166,268+97.3% | $165,100+98.6% | $145,897+124.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 17.87% | 100.52%-82.6pp | 70.21%-52.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,528 | $5,284-71.1% | $4,348-64.9% | $4,663-67.2% |
| Participant deferral / active EE | $4,622 | $6,964-33.6% | $6,035-23.4% | $6,689-30.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |