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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 | $265,400 | $152,619+73.9% | $125,195+112.0% | $152,909+73.6% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 37.28% | 54.85%-17.6pp | 43.79%-6.5pp | 345.46%-308.2pp |
| Employer contribution / active EE | $8,563 | $4,947+73.1% | $3,866+121.5% | $4,764+79.7% |
| Participant deferral / active EE | $10,598 | $5,869+80.6% | $4,937+114.6% | $5,851+81.1% |
| Admin fee / account holder | $47 | $13,437-99.7% | $9,704-99.5% | $11,601-99.6% |