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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 | $343,528 | $183,539+87.2% | $155,556+120.8% | $145,897+135.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 65.67% | 61.31%+4.4pp | 64.84%+0.8pp | 552.29%-486.6pp |
| Employer contribution / active EE | $3,764 | $5,315-29.2% | $4,675-19.5% | $4,663-19.3% |
| Participant deferral / active EE | $7,982 | $6,467+23.4% | $5,631+41.7% | $6,689+19.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |