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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 | $496,680 | $148,629+234.2% | $135,982+265.3% | $139,487+256.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.88% | 79.33%-56.5pp | 68.32%-45.4pp | 373.84%-351.0pp |
| Employer contribution / active EE | $11,703 | $5,247+123.1% | $4,859+140.8% | $4,755+146.1% |
| Participant deferral / active EE | $6,750 | $8,102-16.7% | $7,760-13.0% | $6,713+0.6% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |