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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 | $737,346 | $176,077+318.8% | $159,455+362.4% | $167,518+340.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 24.14% | 331.83%-307.7pp | 263.63%-239.5pp | 478.71%-454.6pp |
| Employer contribution / active EE | $3,931 | $5,298-25.8% | $4,830-18.6% | $4,838-18.8% |
| Participant deferral / active EE | $12,719 | $7,751+64.1% | $7,353+73.0% | $6,342+100.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |