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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 | $408,239 | $112,933+261.5% | $90,970+348.8% | $158,982+156.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 27.39% | 215.82%-188.4pp | 134.60%-107.2pp | 302.99%-275.6pp |
| Employer contribution / active EE | $2,942 | $2,893+1.7% | $2,122+38.7% | $4,763-38.2% |
| Participant deferral / active EE | $3,678 | $4,128-10.9% | $3,373+9.0% | $5,983-38.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |