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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 | $367,568 | $185,312+98.4% | $161,489+127.6% | $154,746+137.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 17.53% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,274 | $4,769-52.3% | $4,268-46.7% | $4,379-48.1% |
| Participant deferral / active EE | $4,711 | $6,350-25.8% | $5,630-16.3% | $6,730-30.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |