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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 | $277,532 | $201,372+37.8% | $184,260+50.6% | $145,884+90.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.12% | 29.04%-9.9pp | 28.84%-9.7pp | 551.85%-532.7pp |
| Employer contribution / active EE | $12,258 | $7,024+74.5% | $6,427+90.7% | $4,662+162.9% |
| Participant deferral / active EE | $9,376 | $9,808-4.4% | $9,133+2.7% | $6,690+40.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |