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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 | $397,448 | $172,111+130.9% | $150,298+164.4% | $137,256+189.6% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 17.12% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $21,597 | $4,636+365.8% | $4,154+419.9% | $4,156+419.6% |
| Participant deferral / active EE | $12,113 | $6,166+96.5% | $5,453+122.1% | $6,407+89.1% |
| Admin fee / account holder | $258 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |