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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 | $183,516+138.5% | $155,534+181.4% | $145,884+200.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.52% | 61.43%-41.9pp | 64.92%-45.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $23,029 | $5,315+333.3% | $4,675+392.6% | $4,662+393.9% |
| Participant deferral / active EE | $11,460 | $6,467+77.2% | $5,630+103.5% | $6,690+71.3% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |