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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 | $372,536 | $174,379+113.6% | $152,093+144.9% | $138,895+168.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 13.11% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $6,364 | $4,652+36.8% | $4,175+52.4% | $4,194+51.7% |
| Participant deferral / active EE | $6,440 | $6,159+4.6% | $5,451+18.1% | $6,396+0.7% |
| Admin fee / account holder | $138 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |