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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 | $262,848 | $108,942+141.3% | $100,415+161.8% | $145,897+80.2% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 17.61% | 58.27%-40.7pp | 49.47%-31.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,815 | $4,422-36.3% | $3,943-28.6% | $4,663-39.6% |
| Participant deferral / active EE | $7,383 | $8,461-12.7% | $8,091-8.8% | $6,689+10.4% |
| Admin fee / account holder | $290 | $9,702-97.0% | $7,906-96.3% | $13,390-97.8% |