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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 | $452,485 | $197,637+128.9% | $177,848+154.4% | $158,982+184.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.07% | 58.77%-42.7pp | 48.33%-32.3pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,378 | $6,698-64.5% | $5,919-59.8% | $4,763-50.1% |
| Participant deferral / active EE | $11,919 | $8,405+41.8% | $7,714+54.5% | $5,983+99.2% |
| Admin fee / account holder | $118 | $15,406-99.2% | $12,431-99.1% | $11,252-99.0% |