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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 | $346,410 | $208,088+66.5% | $186,193+86.0% | $154,746+123.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.77% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,880 | $4,340-33.6% | $3,918-26.5% | $4,379-34.2% |
| Participant deferral / active EE | $26,000 | $7,078+267.3% | $6,513+299.2% | $6,730+286.3% |
| Admin fee / account holder | $171 | $11,698-98.5% | $11,058-98.5% | $14,365-98.8% |