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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 | $344,188 | $227,633+51.2% | $189,597+81.5% | $167,553+105.4% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 15.43% | 78.45%-63.0pp | 64.20%-48.8pp | 478.89%-463.5pp |
| Employer contribution / active EE | $2,779 | $5,317-47.7% | $4,412-37.0% | $4,840-42.6% |
| Participant deferral / active EE | $14,910 | $7,003+112.9% | $6,174+141.5% | $6,343+135.1% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |