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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 | $256,752 | $166,089+54.6% | $164,928+55.7% | $145,978+75.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 21.58% | 100.26%-78.7pp | 70.08%-48.5pp | 550.52%-528.9pp |
| Employer contribution / active EE | $4,443 | $5,276-15.8% | $4,343+2.3% | $4,662-4.7% |
| Participant deferral / active EE | $12,953 | $6,961+86.1% | $6,034+114.7% | $6,690+93.6% |
| Admin fee / account holder | $46 | $16,641-99.7% | $12,684-99.6% | $13,400-99.7% |