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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 | $160,028+71.5% | $147,080+86.6% | $145,884+88.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.81% | 98.60%-76.8pp | 420.17%-398.4pp | 551.85%-530.0pp |
| Employer contribution / active EE | $2,574 | $5,286-51.3% | $4,933-47.8% | $4,662-44.8% |
| Participant deferral / active EE | $6,171 | $8,422-26.7% | $8,066-23.5% | $6,690-7.8% |
| Admin fee / account holder | $87 | $15,030-99.4% | $12,989-99.3% | $13,392-99.4% |