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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 | $114,119+322.2% | $107,187+349.5% | $138,895+246.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $6,822 | $4,059+68.1% | $3,782+80.4% | $4,194+62.7% |
| Participant deferral / active EE | $12,032 | $5,538+117.3% | $5,096+136.1% | $6,396+88.1% |
| Admin fee / account holder | $43 | $10,024-99.6% | $9,162-99.5% | $12,562-99.7% |