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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 | $699,076 | $107,941+547.6% | $91,994+659.9% | $152,897+357.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 27.80% | 89.28%-61.5pp | 69.04%-41.2pp | 345.43%-317.6pp |
| Employer contribution / active EE | $21,136 | $4,212+401.9% | $3,453+512.2% | $4,764+343.7% |
| Participant deferral / active EE | $11,600 | $6,366+82.2% | $5,924+95.8% | $5,851+98.3% |
| Admin fee / account holder | $166 | $10,521-98.4% | $7,744-97.9% | $11,599-98.6% |