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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 | $100,139+203.4% | $85,187+256.6% | $145,884+108.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 14.77% | 84.15%-69.4pp | 66.67%-51.9pp | 551.85%-537.1pp |
| Employer contribution / active EE | $10,487 | $3,238+223.9% | $2,732+283.8% | $4,662+124.9% |
| Participant deferral / active EE | $6,332 | $5,296+19.6% | $4,525+39.9% | $6,690-5.3% |
| Admin fee / account holder | $42 | $7,262-99.4% | $6,162-99.3% | $13,392-99.7% |