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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 | $183,592+87.4% | $155,567+121.1% | $145,959+135.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.81% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,413 | $5,315-73.4% | $4,674-69.8% | $4,661-69.7% |
| Participant deferral / active EE | $9,502 | $6,464+47.0% | $5,628+68.8% | $6,689+42.1% |
| Admin fee / account holder | $50 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |