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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 | $285,879 | $183,592+55.7% | $155,574+83.8% | $145,877+96.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.05% | 61.37%-39.3pp | 64.87%-42.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $11,888 | $5,317+123.6% | $4,676+154.3% | $4,663+155.0% |
| Participant deferral / active EE | $9,438 | $6,466+46.0% | $5,629+67.6% | $6,691+41.1% |
| Admin fee / account holder | $219 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |