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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 | $162,529+68.5% | $130,788+109.4% | $154,746+77.0% |
| Participation rate | 72.7% | 75.9%-3.1pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | 15.34% | 510.48%-495.1pp | 386.44%-371.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,121 | $4,447-74.8% | $3,558-68.5% | $4,379-74.4% |
| Participant deferral / active EE | $7,031 | $4,808+46.2% | $4,137+69.9% | $6,730+4.5% |
| Admin fee / account holder | $159 | $7,669-97.9% | $6,673-97.6% | $14,365-98.9% |