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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 | $261,685 | $96,643+170.8% | $86,617+202.1% | $139,456+87.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.22% | 106.57%-87.4pp | 591.91%-572.7pp | 373.45%-354.2pp |
| Employer contribution / active EE | $12,795 | $3,264+292.0% | $3,023+323.2% | $4,753+169.2% |
| Participant deferral / active EE | $10,162 | $4,835+110.2% | $4,437+129.0% | $6,711+51.4% |
| Admin fee / account holder | $30 | $6,406-99.5% | $5,613-99.5% | $11,407-99.7% |