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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 | $931,611 | $97,125+859.2% | $86,233+980.3% | $137,256+578.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 113.37% | 74.19%+39.2pp | 61.39%+52.0pp | 220.34%-107.0pp |
| Employer contribution / active EE | $769 | $2,841-72.9% | $2,504-69.3% | $4,156-81.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |