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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 | $183,592+109.2% | $155,574+146.8% | $145,877+163.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.53% | 61.37%-36.8pp | 64.87%-40.3pp | 551.28%-526.8pp |
| Employer contribution / active EE | $7,973 | $5,317+50.0% | $4,676+70.5% | $4,663+71.0% |
| Participant deferral / active EE | $6,230 | $6,466-3.7% | $5,629+10.7% | $6,691-6.9% |
| Admin fee / account holder | $173 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |