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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 | $383,992 | $183,627+109.1% | $155,602+146.8% | $145,978+163.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.53% | 61.32%-36.8pp | 64.81%-40.3pp | 550.52%-526.0pp |
| Employer contribution / active EE | $7,973 | $5,316+50.0% | $4,675+70.5% | $4,662+71.0% |
| Participant deferral / active EE | $6,230 | $6,466-3.6% | $5,629+10.7% | $6,690-6.9% |
| Admin fee / account holder | $173 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |