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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 | $223,823+166.8% | $211,142+182.8% | $154,746+285.9% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 16.20% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $7,738 | $6,787+14.0% | $6,442+20.1% | $4,379+76.7% |
| Participant deferral / active EE | $13,957 | $9,750+43.1% | $9,284+50.3% | $6,730+107.4% |
| Admin fee / account holder | $81 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |