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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 | $437,750 | $183,592+138.4% | $155,567+181.4% | $145,959+199.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.52% | 61.24%-41.7pp | 64.74%-45.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $23,029 | $5,315+333.3% | $4,674+392.7% | $4,661+394.1% |
| Participant deferral / active EE | $11,460 | $6,464+77.3% | $5,628+103.6% | $6,689+71.3% |
| Admin fee / account holder | $94 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |