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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 | $382,733 | $183,516+108.6% | $155,534+146.1% | $145,884+162.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.39% | 61.43%-36.0pp | 64.92%-39.5pp | 551.85%-526.5pp |
| Employer contribution / active EE | $7,590 | $5,315+42.8% | $4,675+62.4% | $4,662+62.8% |
| Participant deferral / active EE | $8,500 | $6,467+31.4% | $5,630+51.0% | $6,690+27.1% |
| Admin fee / account holder | $34 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |