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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 | $340,469 | $185,225+83.8% | $142,898+138.3% | $167,536+103.2% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 9.06% | 8558.12%-8549.1pp | 5639.64%-5630.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $1,940 | $5,607-65.4% | $4,146-53.2% | $4,839-59.9% |
| Participant deferral / active EE | $8,092 | $4,496+80.0% | $3,838+110.8% | $6,342+27.6% |
| Admin fee / account holder | $23 | $8,032-99.7% | $6,560-99.7% | $12,315-99.8% |