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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 | $358,108 | $203,483+76.0% | $152,473+134.9% | $167,536+113.8% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.2%-5.5pp | 82.1%-9.4pp |
| Annual return | 11.32% | 13.80%-2.5pp | 757.59%-746.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $5,341 | $5,219+2.3% | $4,326+23.5% | $4,839+10.4% |
| Participant deferral / active EE | $14,423 | $6,711+114.9% | $5,817+147.9% | $6,342+127.4% |
| Admin fee / account holder | $0 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |