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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 | $392,551 | $100,203+291.8% | $85,240+360.5% | $145,897+169.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 84.28%-74.1pp | 66.75%-56.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $6,939 | $3,242+114.0% | $2,735+153.7% | $4,663+48.8% |
| Participant deferral / active EE | $10,882 | $5,299+105.4% | $4,527+140.4% | $6,689+62.7% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |