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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 | $469,685 | $227,399+106.5% | $189,758+147.5% | $198,609+136.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 18.82% | 61.03%-42.2pp | 52.62%-33.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $8,309 | $5,526+50.4% | $4,767+74.3% | $5,055+64.4% |
| Participant deferral / active EE | $8,762 | $6,837+28.2% | $5,856+49.6% | $6,977+25.6% |
| Admin fee / account holder | $15 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |