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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 | $416,176 | $126,519+228.9% | $106,201+291.9% | $145,959+185.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 21.46% | 225.10%-203.6pp | 116.26%-94.8pp | 561.95%-540.5pp |
| Employer contribution / active EE | $3,270 | $3,726-12.2% | $3,170+3.2% | $4,661-29.8% |
| Participant deferral / active EE | $15,250 | $5,716+166.8% | $5,012+204.3% | $6,689+128.0% |
| Admin fee / account holder | $116 | $17,312-99.3% | $11,039-98.9% | $13,398-99.1% |