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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 | $254,515 | $88,778+186.7% | $81,844+211.0% | $145,884+74.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.06% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,330 | $3,087+40.3% | $2,916+48.5% | $4,662-7.1% |
| Participant deferral / active EE | $12,238 | $4,648+163.3% | $4,323+183.0% | $6,690+82.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |