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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 | $391,352 | $227,399+72.1% | $189,758+106.2% | $198,609+97.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.37% | 61.03%-41.7pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $4,095 | $5,526-25.9% | $4,767-14.1% | $5,055-19.0% |
| Participant deferral / active EE | $12,094 | $6,837+76.9% | $5,856+106.5% | $6,977+73.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |