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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 | $418,908 | $150,435+178.5% | $120,580+247.4% | $145,897+187.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 19.64% | 154.60%-135.0pp | 107.48%-87.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $7,396 | $4,352+69.9% | $3,469+113.2% | $4,663+58.6% |
| Participant deferral / active EE | $10,646 | $6,174+72.4% | $4,995+113.1% | $6,689+59.1% |
| Admin fee / account holder | $106 | $12,182-99.1% | $9,418-98.9% | $13,390-99.2% |