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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 | $253,557 | $157,276+61.2% | $141,177+79.6% | $152,885+65.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 26.23% | 64.33%-38.1pp | 71.40%-45.2pp | 345.39%-319.2pp |
| Employer contribution / active EE | $2,725 | $5,262-48.2% | $4,736-42.5% | $4,763-42.8% |
| Participant deferral / active EE | $8,712 | $7,110+22.5% | $6,710+29.8% | $5,851+48.9% |
| Admin fee / account holder | $119 | $12,123-99.0% | $10,263-98.8% | $11,598-99.0% |