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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 | $505,025 | $162,781+210.2% | $133,956+277.0% | $158,931+217.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 8.69% | 41.94%-33.3pp | 45.09%-36.4pp | 302.86%-294.2pp |
| Employer contribution / active EE | $11,262 | $4,975+126.3% | $3,919+187.4% | $4,761+136.5% |
| Participant deferral / active EE | $11,842 | $5,911+100.3% | $5,048+134.6% | $5,982+97.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |