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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 | $148,558+234.3% | $135,925+265.4% | $139,427+256.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.88% | 79.22%-56.3pp | 68.25%-45.4pp | 373.27%-350.4pp |
| Employer contribution / active EE | $11,703 | $5,244+123.2% | $4,857+140.9% | $4,752+146.3% |
| Participant deferral / active EE | $6,750 | $8,101-16.7% | $7,759-13.0% | $6,711+0.6% |
| Admin fee / account holder | $20 | $12,401-99.8% | $10,764-99.8% | $11,404-99.8% |