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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 | $280,598 | $160,070+75.3% | $147,117+90.7% | $145,897+92.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.09% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,338 | $5,285-55.8% | $4,932-52.6% | $4,663-49.9% |
| Participant deferral / active EE | $9,459 | $8,419+12.4% | $8,065+17.3% | $6,689+41.4% |
| Admin fee / account holder | $45 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |