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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 | $682,542 | $202,440+237.2% | $169,390+302.9% | $139,466+389.4% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 19.52% | 532.36%-512.8pp | 406.07%-386.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $14,188 | $4,693+202.3% | $4,013+253.6% | $4,754+198.4% |
| Participant deferral / active EE | $8,691 | $6,940+25.2% | $6,222+39.7% | $6,712+29.5% |
| Admin fee / account holder | $13 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |