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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 | $391,352 | $185,312+111.2% | $161,489+142.3% | $154,746+152.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.37% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,095 | $4,769-14.1% | $4,268-4.1% | $4,379-6.5% |
| Participant deferral / active EE | $12,094 | $6,350+90.5% | $5,630+114.8% | $6,730+79.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |