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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 | $474,284 | $227,399+108.6% | $189,758+149.9% | $198,609+138.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.69% | 61.03%-46.3pp | 52.62%-37.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,562 | $5,526-53.6% | $4,767-46.3% | $5,055-49.3% |
| Participant deferral / active EE | $18,437 | $6,837+169.7% | $5,856+214.8% | $6,977+164.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |