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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 | $450,740 | $183,592+145.5% | $155,574+189.7% | $145,877+209.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.02% | 61.37%-46.4pp | 64.87%-49.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $15,768 | $5,317+196.6% | $4,676+237.2% | $4,663+238.2% |
| Participant deferral / active EE | $7,773 | $6,466+20.2% | $5,629+38.1% | $6,691+16.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |