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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 | $183,516+84.2% | $155,534+117.4% | $145,884+131.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.13% | 61.43%-39.3pp | 64.92%-42.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $8,925 | $5,315+67.9% | $4,675+90.9% | $4,662+91.4% |
| Participant deferral / active EE | $9,824 | $6,467+51.9% | $5,630+74.5% | $6,690+46.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |