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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 | $502,785 | $168,636+198.1% | $147,617+240.6% | $125,393+301.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.73% | 77.65%-78.4pp | 61.98%-62.7pp | 282.23%-283.0pp |
| Employer contribution / active EE | $5,057 | $6,252-19.1% | $5,565-9.1% | $4,866+3.9% |
| Participant deferral / active EE | $8,217 | $5,507+49.2% | $4,895+67.8% | $5,351+53.5% |
| Admin fee / account holder | $275 | $13,580-98.0% | $11,611-97.6% | $9,541-97.1% |