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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 | $332,484 | $159,978+107.8% | $147,041+126.1% | $145,978+127.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.32% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $3,110 | $5,288-41.2% | $4,935-37.0% | $4,662-33.3% |
| Participant deferral / active EE | $22,280 | $8,429+164.3% | $8,071+176.1% | $6,690+233.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |