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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 | $99,053+840.5% | $88,179+956.5% | $138,895+570.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.1%+15.5pp | 79.9%+4.7pp |
| Annual return | 113.37% | 78.17%+35.2pp | 64.97%+48.4pp | 145.39%-32.0pp |
| Employer contribution / active EE | $769 | $2,882-73.3% | $2,549-69.8% | $4,194-81.7% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |