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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 | $481,025 | $115,814+315.3% | $101,275+375.0% | $158,982+202.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.22% | 56.16%-35.9pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $5,526 | $4,176+32.3% | $3,660+51.0% | $4,763+16.0% |
| Participant deferral / active EE | $11,800 | $4,958+138.0% | $4,371+170.0% | $5,983+97.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |