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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 | $516,362 | $178,174+189.8% | $156,181+230.6% | $137,256+276.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.92% | 84.19%-70.3pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,042 | $4,972-18.7% | $4,294-5.9% | $4,156-2.7% |
| Participant deferral / active EE | $5,832 | $6,888-15.3% | $6,132-4.9% | $6,407-9.0% |
| Admin fee / account holder | $153 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |