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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 | $344,035 | $183,516+87.5% | $155,534+121.2% | $145,884+135.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.81% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,413 | $5,315-73.4% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $9,502 | $6,467+46.9% | $5,630+68.8% | $6,690+42.0% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |