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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 | $290,174 | $184,000+57.7% | $162,185+78.9% | $152,909+89.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 32.04% | 150.80%-118.8pp | 115.61%-83.6pp | 345.46%-313.4pp |
| Employer contribution / active EE | $2,000 | $6,370-68.6% | $5,613-64.4% | $4,764-58.0% |
| Participant deferral / active EE | $14,542 | $8,033+81.0% | $7,297+99.3% | $5,851+148.5% |
| Admin fee / account holder | $99 | $13,124-99.2% | $10,844-99.1% | $11,601-99.2% |