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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 | $333,625 | $117,859+183.1% | $102,438+225.7% | $145,959+128.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.12% | 31.72%-18.6pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $8,835 | $3,615+144.4% | $3,024+192.2% | $4,661+89.6% |
| Participant deferral / active EE | $6,750 | $5,732+17.8% | $5,054+33.6% | $6,689+0.9% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |