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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 | $409,623 | $106,008+286.4% | $92,240+344.1% | $147,586+177.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.67% | 50.05%-29.4pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $10,164 | $4,333+134.5% | $3,680+176.2% | $4,876+108.4% |
| Participant deferral / active EE | $7,950 | $4,478+77.5% | $3,897+104.0% | $5,439+46.2% |
| Admin fee / account holder | $9 | $6,333-99.9% | $5,194-99.8% | $10,886-99.9% |