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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 | $160,040+75.3% | $147,096+90.8% | $145,877+92.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.09% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,338 | $5,289-55.8% | $4,936-52.6% | $4,663-49.9% |
| Participant deferral / active EE | $9,459 | $8,429+12.2% | $8,071+17.2% | $6,691+41.4% |
| Admin fee / account holder | $45 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |