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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 | $99,995+292.6% | $85,063+361.5% | $145,978+168.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 83.99%-73.8pp | 66.54%-56.4pp | 550.52%-540.3pp |
| Employer contribution / active EE | $6,939 | $3,231+114.7% | $2,727+154.4% | $4,662+48.8% |
| Participant deferral / active EE | $10,882 | $5,295+105.5% | $4,523+140.6% | $6,690+62.7% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |