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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 | $275,721 | $160,028+72.3% | $147,080+87.5% | $145,884+89.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.03% | 98.60%-76.6pp | 420.17%-398.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $15,101 | $5,286+185.7% | $4,933+206.1% | $4,662+223.9% |
| Participant deferral / active EE | $8,774 | $8,422+4.2% | $8,066+8.8% | $6,690+31.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |