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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 | $322,851 | $152,612+111.5% | $125,192+157.9% | $152,897+111.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 32.96% | 54.85%-21.9pp | 43.79%-10.8pp | 345.43%-312.5pp |
| Employer contribution / active EE | $2,671 | $4,947-46.0% | $3,866-30.9% | $4,764-43.9% |
| Participant deferral / active EE | $9,647 | $5,868+64.4% | $4,937+95.4% | $5,851+64.9% |
| Admin fee / account holder | $57 | $13,437-99.6% | $9,704-99.4% | $11,599-99.5% |