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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 | $303,777 | $100,203+203.2% | $85,240+256.4% | $145,897+108.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 14.77% | 84.28%-69.5pp | 66.75%-52.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $10,487 | $3,242+223.5% | $2,735+283.4% | $4,663+124.9% |
| Participant deferral / active EE | $6,332 | $5,299+19.5% | $4,527+39.9% | $6,689-5.3% |
| Admin fee / account holder | $42 | $7,265-99.4% | $6,165-99.3% | $13,390-99.7% |