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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 | $315,819 | $115,814+172.7% | $101,275+211.8% | $158,982+98.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 14.17% | 56.16%-42.0pp | 46.48%-32.3pp | 302.99%-288.8pp |
| Employer contribution / active EE | $9,581 | $4,176+129.4% | $3,660+161.8% | $4,763+101.2% |
| Participant deferral / active EE | $13,310 | $4,958+168.4% | $4,371+204.5% | $5,983+122.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |