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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 | $658,559 | $197,637+233.2% | $177,848+270.3% | $158,982+314.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 8.96% | 58.77%-49.8pp | 48.33%-39.4pp | 302.99%-294.0pp |
| Employer contribution / active EE | $9,057 | $6,698+35.2% | $5,919+53.0% | $4,763+90.2% |
| Participant deferral / active EE | $5,402 | $8,405-35.7% | $7,714-30.0% | $5,983-9.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |