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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 | $278,638 | $160,040+74.1% | $147,096+89.4% | $145,877+91.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.02% | 98.49%-80.5pp | 419.75%-401.7pp | 551.28%-533.3pp |
| Employer contribution / active EE | $13,228 | $5,289+150.1% | $4,936+168.0% | $4,663+183.7% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,691+14.0% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |