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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 | $439,242 | $148,629+195.5% | $135,982+223.0% | $139,487+214.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.08% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.8pp |
| Employer contribution / active EE | $17,688 | $5,247+237.1% | $4,859+264.0% | $4,755+272.0% |
| Participant deferral / active EE | $18,229 | $8,102+125.0% | $7,760+134.9% | $6,713+171.6% |
| Admin fee / account holder | $247 | $12,406-98.0% | $10,767-97.7% | $11,407-97.8% |