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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 | $253,232 | $107,368+135.9% | $92,915+172.5% | $152,909+65.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 20.07% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $23,576 | $4,222+458.3% | $3,653+545.3% | $4,764+394.9% |
| Participant deferral / active EE | $13,018 | $4,848+168.5% | $4,238+207.2% | $5,851+122.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |