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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 | $261,057 | $183,592+42.2% | $155,574+67.8% | $145,877+79.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.29% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,484 | $5,317-72.1% | $4,676-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $7,954 | $6,466+23.0% | $5,629+41.3% | $6,691+18.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |