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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 | $345,799 | $148,629+132.7% | $135,982+154.3% | $139,487+147.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 12.13% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $5,187 | $5,247-1.1% | $4,859+6.8% | $4,755+9.1% |
| Participant deferral / active EE | $6,355 | $8,102-21.6% | $7,760-18.1% | $6,713-5.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |