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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 | $348,552 | $103,000+238.4% | $90,300+286.0% | $152,885+128.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 17.16% | 95.19%-78.0pp | 78.11%-61.0pp | 345.39%-328.2pp |
| Employer contribution / active EE | $6,286 | $3,138+100.3% | $2,854+120.2% | $4,763+32.0% |
| Participant deferral / active EE | $9,043 | $4,281+111.2% | $3,884+132.8% | $5,851+54.6% |
| Admin fee / account holder | $63 | $6,173-99.0% | $5,353-98.8% | $11,598-99.5% |