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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 | $266,440 | $112,131+137.6% | $95,964+177.6% | $158,982+67.6% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 12.71% | 171.19%-158.5pp | 91.64%-78.9pp | 302.99%-290.3pp |
| Employer contribution / active EE | $4,221 | $3,199+31.9% | $2,541+66.1% | $4,763-11.4% |
| Participant deferral / active EE | $7,160 | $4,784+49.7% | $4,167+71.8% | $5,983+19.7% |
| Admin fee / account holder | $38 | $10,136-99.6% | $6,797-99.4% | $11,252-99.7% |