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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 | $274,457 | $160,040+71.5% | $147,096+86.6% | $145,877+88.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.81% | 98.49%-76.7pp | 419.75%-397.9pp | 551.28%-529.5pp |
| Employer contribution / active EE | $2,574 | $5,289-51.3% | $4,936-47.9% | $4,663-44.8% |
| Participant deferral / active EE | $6,171 | $8,429-26.8% | $8,071-23.5% | $6,691-7.8% |
| Admin fee / account holder | $87 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |