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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 | $481,772 | $111,535+331.9% | $105,223+357.9% | $137,256+251.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.97% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,822 | $3,939+73.2% | $3,689+85.0% | $4,156+64.1% |
| Participant deferral / active EE | $12,032 | $5,500+118.8% | $5,072+137.2% | $6,407+87.8% |
| Admin fee / account holder | $43 | $9,721-99.6% | $8,859-99.5% | $12,270-99.6% |