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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 | $329,414 | $152,619+115.8% | $125,195+163.1% | $152,909+115.4% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 27.01% | 54.85%-27.8pp | 43.79%-16.8pp | 345.46%-318.5pp |
| Employer contribution / active EE | $8,582 | $4,947+73.5% | $3,866+122.0% | $4,764+80.2% |
| Participant deferral / active EE | $10,088 | $5,869+71.9% | $4,937+104.3% | $5,851+72.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |