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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 | $301,753 | $183,592+64.4% | $155,574+94.0% | $145,877+106.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 30.32% | 61.37%-31.1pp | 64.87%-34.6pp | 551.28%-521.0pp |
| Employer contribution / active EE | $2,874 | $5,317-46.0% | $4,676-38.5% | $4,663-38.4% |
| Participant deferral / active EE | $9,936 | $6,466+53.7% | $5,629+76.5% | $6,691+48.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |