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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 | $250,299 | $144,130+73.7% | $117,860+112.4% | $147,585+69.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 11.52% | 531.20%-519.7pp | 335.10%-323.6pp | 578.58%-567.1pp |
| Employer contribution / active EE | $2,258 | $4,897-53.9% | $3,786-40.4% | $4,876-53.7% |
| Participant deferral / active EE | $8,046 | $5,316+51.3% | $4,482+79.5% | $5,439+47.9% |
| Admin fee / account holder | $12 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |