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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 | $597,149 | $209,336+185.3% | $197,124+202.9% | $137,256+335.1% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 16.20% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,738 | $6,591+17.4% | $6,227+24.3% | $4,156+86.2% |
| Participant deferral / active EE | $13,957 | $9,614+45.2% | $9,135+52.8% | $6,407+117.8% |
| Admin fee / account holder | $81 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |