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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 | $469,685 | $181,062+159.4% | $158,223+196.9% | $155,188+202.7% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 18.82% | 57.39%-38.6pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $8,309 | $4,565+82.0% | $4,109+102.2% | $4,248+95.6% |
| Participant deferral / active EE | $8,762 | $6,134+42.8% | $5,467+60.3% | $6,531+34.2% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |