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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 | $264,238 | $115,810+128.2% | $101,271+160.9% | $158,966+66.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 12.94% | 56.15%-43.2pp | 46.48%-33.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $2,951 | $4,175-29.3% | $3,660-19.4% | $4,762-38.0% |
| Participant deferral / active EE | $7,486 | $4,958+51.0% | $4,371+71.3% | $5,983+25.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |