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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 | $258,543 | $111,878+131.1% | $93,727+175.8% | $145,897+77.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 16.57% | 204.28%-187.7pp | 133.83%-117.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,260 | $3,092-26.9% | $2,421-6.7% | $4,663-51.5% |
| Participant deferral / active EE | $11,163 | $4,920+126.9% | $4,417+152.7% | $6,689+66.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |