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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 | $330,071 | $173,340+90.4% | $136,007+142.7% | $145,959+126.1% |
| Participation rate | 83.3% | 80.5%+2.9pp | 76.5%+6.9pp | 80.3%+3.0pp |
| Annual return | 17.84% | 1163.32%-1145.5pp | 579.32%-561.5pp | 561.95%-544.1pp |
| Employer contribution / active EE | $7,738 | $5,275+46.7% | $4,215+83.6% | $4,661+66.0% |
| Participant deferral / active EE | $21,508 | $8,699+147.2% | $7,024+206.2% | $6,689+221.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |