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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 | $358,047 | $166,131+115.5% | $164,975+117.0% | $145,877+145.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.86% | 100.37%-90.5pp | 70.12%-60.3pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,427 | $5,276-54.0% | $4,343-44.1% | $4,663-48.0% |
| Participant deferral / active EE | $14,805 | $6,962+112.7% | $6,033+145.4% | $6,691+121.3% |
| Admin fee / account holder | $145 | $16,648-99.1% | $12,688-98.9% | $13,402-98.9% |