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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 | $451,868 | $201,344+124.4% | $184,243+145.3% | $145,877+209.8% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 14.65% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $9,182 | $7,022+30.8% | $6,427+42.9% | $4,663+96.9% |
| Participant deferral / active EE | $11,263 | $9,807+14.9% | $9,132+23.3% | $6,691+68.3% |
| Admin fee / account holder | $83 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |