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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 | $387,472 | $171,492+125.9% | $150,734+157.1% | $198,609+95.1% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 15.45% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.2pp |
| Employer contribution / active EE | $12,121 | $5,470+121.6% | $4,918+146.4% | $5,055+139.8% |
| Participant deferral / active EE | $16,900 | $6,259+170.0% | $5,610+201.3% | $6,977+142.2% |
| Admin fee / account holder | $208 | $17,628-98.8% | $14,905-98.6% | $19,030-98.9% |