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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 | $257,063 | $167,522+53.4% | $151,639+69.5% | $134,532+91.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.45% | 7.81%-28.3pp | 3.34%-23.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $16,264 | $6,828+138.2% | $6,165+163.8% | $4,741+243.1% |
| Participant deferral / active EE | $13,488 | $8,986+50.1% | $8,363+61.3% | $6,401+110.7% |
| Admin fee / account holder | $278 | $13,780-98.0% | $11,613-97.6% | $11,429-97.6% |