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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 | $385,774 | $183,539+110.2% | $155,556+148.0% | $145,897+164.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.49% | 61.31%-37.8pp | 64.84%-41.3pp | 552.29%-528.8pp |
| Employer contribution / active EE | $9,532 | $5,315+79.3% | $4,675+103.9% | $4,663+104.4% |
| Participant deferral / active EE | $5,301 | $6,467-18.0% | $5,631-5.9% | $6,689-20.7% |
| Admin fee / account holder | $99 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |