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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 | $330,163 | $132,634+148.9% | $115,768+185.2% | $137,256+140.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 19.53% | 160.70%-141.2pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,903 | $3,360+16.2% | $2,940+32.8% | $4,156-6.1% |
| Participant deferral / active EE | $5,552 | $5,619-1.2% | $4,917+12.9% | $6,407-13.3% |
| Admin fee / account holder | $282 | $15,028-98.1% | $12,439-97.7% | $12,270-97.7% |