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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 | $424,800 | $185,883+128.5% | $170,043+149.8% | $139,466+204.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.01% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,560 | $7,596-66.3% | $6,790-62.3% | $4,754-46.1% |
| Participant deferral / active EE | $9,631 | $11,626-17.2% | $10,410-7.5% | $6,712+43.5% |
| Admin fee / account holder | $40 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |