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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 | $338,082 | $183,627+84.1% | $155,602+117.3% | $145,978+131.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.13% | 61.32%-39.2pp | 64.81%-42.7pp | 550.52%-528.4pp |
| Employer contribution / active EE | $8,925 | $5,316+67.9% | $4,675+90.9% | $4,662+91.4% |
| Participant deferral / active EE | $9,824 | $6,466+51.9% | $5,629+74.5% | $6,690+46.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |