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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 | $267,926 | $102,429+161.6% | $147,096+82.1% | $80,925+231.1% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 84.79% | 135.02%-50.2pp | 419.75%-335.0pp | 35.65%+49.1pp |
| Employer contribution / active EE | $2,897 | $3,716-22.0% | $4,936-41.3% | $2,756+5.1% |
| Participant deferral / active EE | $10,676 | $6,649+60.6% | $8,071+32.3% | $4,299+148.4% |
| Admin fee / account holder | $185 | $7,957-97.7% | $13,005-98.6% | $6,940-97.3% |