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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 | $474,157 | $103,008+360.3% | $90,304+425.1% | $152,897+210.1% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.5%-11.9pp |
| Annual return | 19.50% | 95.22%-75.7pp | 78.13%-58.6pp | 345.43%-325.9pp |
| Employer contribution / active EE | $2,571 | $3,139-18.1% | $2,855-9.9% | $4,764-46.0% |
| Participant deferral / active EE | $8,265 | $4,281+93.0% | $3,885+112.7% | $5,851+41.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |