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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 | $273,879 | $149,040+83.8% | $120,225+127.8% | $137,256+99.5% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 15.34% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,121 | $4,350-74.2% | $3,475-67.8% | $4,156-73.0% |
| Participant deferral / active EE | $7,031 | $4,655+51.0% | $3,999+75.8% | $6,407+9.7% |
| Admin fee / account holder | $159 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |