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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 | $330,163 | $132,099+149.9% | $115,599+185.6% | $138,895+137.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 19.53% | 176.76%-157.2pp | 111.10%-91.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,903 | $3,416+14.2% | $2,955+32.1% | $4,194-7.0% |
| Participant deferral / active EE | $5,552 | $5,617-1.2% | $4,889+13.5% | $6,396-13.2% |
| Admin fee / account holder | $282 | $15,650-98.2% | $12,841-97.8% | $12,562-97.8% |