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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 | $752,251 | $148,623+406.1% | $135,974+453.2% | $139,466+439.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.40% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,666 | $5,246-30.1% | $4,859-24.6% | $4,754-22.9% |
| Participant deferral / active EE | $9,005 | $8,103+11.1% | $7,760+16.0% | $6,712+34.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |