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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 | $129,737+198.7% | $119,126+225.3% | $154,746+150.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 15.45% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $12,121 | $4,375+177.0% | $4,034+200.5% | $4,379+176.8% |
| Participant deferral / active EE | $16,900 | $5,842+189.3% | $5,318+217.8% | $6,730+151.1% |
| Admin fee / account holder | $208 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |