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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 | $724,049 | $165,381+337.8% | $149,730+383.6% | $158,966+355.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 22.94% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.0pp |
| Employer contribution / active EE | $9,157 | $5,104+79.4% | $4,645+97.1% | $4,762+92.3% |
| Participant deferral / active EE | $8,914 | $7,182+24.1% | $6,843+30.3% | $5,983+49.0% |
| Admin fee / account holder | $286 | $10,809-97.4% | $9,310-96.9% | $11,250-97.5% |