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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 | $394,572 | $175,259+125.1% | $149,723+163.5% | $139,487+182.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $1,882 | $5,478-65.6% | $4,821-61.0% | $4,755-60.4% |
| Participant deferral / active EE | $5,856 | $6,522-10.2% | $5,682+3.1% | $6,713-12.8% |
| Admin fee / account holder | $167 | $16,158-99.0% | $13,215-98.7% | $11,407-98.5% |