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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 | $477,634 | $176,838+170.1% | $146,685+225.6% | $167,518+185.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.63% | 24.04%-9.4pp | 22.75%-8.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $13,489 | $5,161+161.4% | $4,137+226.0% | $4,838+178.8% |
| Participant deferral / active EE | $18,166 | $6,441+182.1% | $5,507+229.9% | $6,342+186.4% |
| Admin fee / account holder | $178 | $13,262-98.7% | $10,281-98.3% | $12,312-98.6% |