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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 | $286,131 | $135,645+110.9% | $110,243+159.5% | $135,379+111.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 26.88% | 513.24%-486.4pp | 314.76%-287.9pp | 519.79%-492.9pp |
| Employer contribution / active EE | $2,357 | $4,907-52.0% | $3,827-38.4% | $4,779-50.7% |
| Participant deferral / active EE | $5,002 | $5,507-9.2% | $4,672+7.1% | $5,609-10.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |